Paulson Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
4,610
-1,194
| -21% | -$148K | 0.15% | 75 |
|
|
2025
Q1 | $573K | Sell |
5,804
-1,650
| -22% | -$163K | 0.16% | 63 |
|
|
2024
Q4 | $830K | Sell |
7,454
-27
| -0.4% | -$3.01K | 0.23% | 49 |
|
|
2024
Q3 | $720K | Buy |
7,481
+92
| +1% | +$8.85K | 0.19% | 57 |
|
|
2024
Q2 | $734K | Hold |
7,389
| – | – | 0.21% | 57 |
|
|
2024
Q1 | $904K | Hold |
7,389
| – | – | 0.27% | 46 |
|
|
2023
Q4 | $667K | Buy |
7,389
+2,132
| +41% | +$192K | 0.21% | 54 |
|
|
2023
Q3 | $426K | Buy |
5,257
+2,979
| +131% | +$241K | 0.15% | 78 |
|
|
2023
Q2 | $203K | Buy |
+2,278
| New | +$203K | 0.07% | 125 |
|
|
2018
Q1 | – | Sell |
-167
| Closed | -$18K | – | 210 |
|
|
2017
Q4 | $18K | Buy |
+167
| New | +$18K | 0.02% | 299 |
|