Portside Wealth Group’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 | $4.12M | Sell |
33,226
-960
| -3% | -$119K | 0.61% | 41 |
|
|
2025
Q1 | $3.37M | Buy |
34,186
+1,558
| +5% | +$154K | 0.55% | 53 |
|
|
2024
Q4 | $3.63M | Buy |
32,628
+1,102
| +3% | +$123K | 0.6% | 44 |
|
|
2024
Q3 | $3.03M | Buy |
31,526
+6,851
| +28% | +$659K | 0.52% | 52 |
|
|
2024
Q2 | $2.45M | Sell |
24,675
-770
| -3% | -$76.5K | 0.47% | 57 |
|
|
2024
Q1 | $3.11M | Buy |
25,445
+746
| +3% | +$91.3K | 0.58% | 43 |
|
|
2023
Q4 | $2.23M | Sell |
24,699
-788
| -3% | -$71.1K | 0.42% | 68 |
|
|
2023
Q3 | $2.07M | Buy |
25,487
+1,814
| +8% | +$147K | 0.39% | 69 |
|
|
2023
Q2 | $2.11M | Buy |
+23,673
| New | +$2.11M | 0.39% | 65 |
|