Perfromance Wealth Partners’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 | $206K | Buy |
+1,663
| New | +$206K | 0.01% | 184 |
|
|
2024
Q2 | – | Sell |
-56,255
| Closed | -$6.88M | – | 169 |
|
|
2024
Q1 | $6.88M | Buy |
+56,255
| New | +$6.88M | 0.29% | 26 |
|
|
2023
Q3 | – | Sell |
-3,121
| Closed | -$280K | – | 171 |
|
|
2023
Q2 | $280K | Sell |
3,121
-5,980
| -66% | -$537K | 0.01% | 149 |
|
|
2023
Q1 | $911K | Sell |
9,101
-3,243
| -26% | -$325K | 0.05% | 82 |
|
|
2022
Q4 | $1.07M | Sell |
12,344
-826
| -6% | -$71.8K | 0.06% | 67 |
|
|
2022
Q3 | $1.24M | Buy |
13,170
+574
| +5% | +$54.1K | 0.07% | 59 |
|
|
2022
Q2 | $1.19M | Sell |
12,596
-8,465
| -40% | -$799K | 0.07% | 61 |
|
|
2022
Q1 | $2.89M | Sell |
21,061
-727
| -3% | -$99.7K | 0.13% | 47 |
|
|
2021
Q4 | $3.38M | Buy |
+21,788
| New | +$3.38M | 0.14% | 47 |
|