Pineridge Advisors’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 | $88.6K | Hold |
715
| – | – | 0.03% | 82 |
|
|
2025
Q1 | $70.5K | Sell |
715
-473
| -40% | -$46.7K | 0.03% | 91 |
|
|
2024
Q4 | $132K | Sell |
1,188
-100
| -8% | -$11.1K | 0.05% | 77 |
|
|
2024
Q3 | $124K | Buy |
1,288
+6
| +0.5% | +$577 | 0.05% | 86 |
|
|
2024
Q2 | $127K | Buy |
1,282
+8
| +0.6% | +$794 | 0.04% | 83 |
|
|
2024
Q1 | $156K | Sell |
1,274
-115
| -8% | -$14.1K | 0.05% | 69 |
|
|
2023
Q4 | $125K | Buy |
+1,389
| New | +$125K | 0.04% | 95 |
|