Premier Path 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 | $2.63M | Buy |
21,228
+1,647
| +8% | +$204K | 0.37% | 61 |
|
|
2025
Q1 | $1.93M | Sell |
19,581
-106
| -0.5% | -$10.5K | 0.3% | 80 |
|
|
2024
Q4 | $2.19M | Sell |
19,687
-1,990
| -9% | -$222K | 0.33% | 69 |
|
|
2024
Q3 | $2.09M | Sell |
21,677
-250
| -1% | -$24K | 0.33% | 73 |
|
|
2024
Q2 | $2.18M | Buy |
21,927
+1,040
| +5% | +$103K | 0.37% | 64 |
|
|
2024
Q1 | $2.55M | Buy |
20,887
+434
| +2% | +$53K | 0.48% | 43 |
|
|
2023
Q4 | $1.86M | Buy |
+20,453
| New | +$1.86M | 0.41% | 52 |
|