Presilium Private Wealth’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 | $673K | Buy |
5,425
+450
| +9% | +$55.8K | 0.14% | 40 |
|
|
2025
Q1 | $491K | Sell |
4,975
-200
| -4% | -$19.7K | 0.11% | 51 |
|
|
2024
Q4 | $576K | Buy |
5,175
+125
| +2% | +$13.9K | 0.13% | 51 |
|
|
2024
Q3 | $486K | Buy |
5,050
+1
| +0% | +$96 | 0.11% | 53 |
|
|
2024
Q2 | $501K | Hold |
5,049
| – | – | 0.13% | 53 |
|
|
2024
Q1 | $618K | Hold |
5,049
| – | – | 0.16% | 49 |
|
|
2023
Q4 | $456K | Sell |
5,049
-35
| -0.7% | -$3.16K | 0.13% | 54 |
|
|
2023
Q3 | $412K | Buy |
5,084
+35
| +0.7% | +$2.84K | 0.13% | 43 |
|
|
2023
Q2 | $451K | Sell |
5,049
-50
| -1% | -$4.46K | 0.15% | 38 |
|
|
2023
Q1 | $511K | Hold |
5,099
| – | – | 0.2% | 31 |
|
|
2022
Q4 | $443K | Buy |
+5,099
| New | +$443K | 0.19% | 33 |
|