Prestige Wealth Management 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 | $927K | Buy |
7,476
+195
| +3% | +$24.2K | 0.19% | 63 |
|
|
2025
Q1 | $719K | Sell |
7,281
-733
| -9% | -$72.3K | 0.15% | 73 |
|
|
2024
Q4 | $896K | Sell |
8,014
-8
| -0.1% | -$895 | 0.19% | 64 |
|
|
2024
Q3 | $772K | Buy |
8,022
+16
| +0.2% | +$1.54K | 0.16% | 72 |
|
|
2024
Q2 | $795K | Sell |
8,006
-739
| -8% | -$73.4K | 0.17% | 63 |
|
|
2024
Q1 | $1.07M | Sell |
8,745
-350
| -4% | -$42.8K | 0.23% | 57 |
|
|
2023
Q4 | $824K | Buy |
9,095
+1,199
| +15% | +$109K | 0.19% | 63 |
|
|
2023
Q3 | $640K | Buy |
7,896
+137
| +2% | +$11.1K | 0.16% | 69 |
|
|
2023
Q2 | $693K | Buy |
7,759
+4,097
| +112% | +$366K | 0.16% | 65 |
|
|
2023
Q1 | $367K | Sell |
3,662
-66
| -2% | -$6.61K | 0.09% | 106 |
|
|
2022
Q4 | $324K | Buy |
3,728
+1,017
| +38% | +$88.3K | 0.08% | 105 |
|
|
2022
Q3 | $256K | Sell |
2,711
-773
| -22% | -$73K | 0.07% | 119 |
|
|
2022
Q2 | $329K | Sell |
3,484
-6,877
| -66% | -$649K | 0.09% | 103 |
|
|
2022
Q1 | $1.42M | Sell |
10,361
-1,835
| -15% | -$252K | 0.35% | 46 |
|
|
2021
Q4 | $1.89M | Buy |
12,196
+520
| +4% | +$80.5K | 0.45% | 33 |
|
|
2021
Q3 | $1.98M | Buy |
11,676
+1,166
| +11% | +$197K | 0.51% | 32 |
|
|
2021
Q2 | $1.85M | Sell |
10,510
-1,598
| -13% | -$281K | 0.49% | 33 |
|
|
2021
Q1 | $2.23M | Buy |
12,108
+265
| +2% | +$48.9K | 0.61% | 28 |
|
|
2020
Q4 | $2.15M | Buy |
11,843
+5,296
| +81% | +$959K | 0.59% | 30 |
|
|
2020
Q3 | $813K | Buy |
6,547
+2,434
| +59% | +$302K | 0.25% | 54 |
|
|
2020
Q2 | $459K | Buy |
4,113
+146
| +4% | +$16.3K | 0.16% | 61 |
|
|
2020
Q1 | $383K | Sell |
3,967
-1,859
| -32% | -$179K | 0.16% | 59 |
|
|
2019
Q4 | $843K | Buy |
5,826
+505
| +9% | +$73.1K | 0.46% | 38 |
|
|
2019
Q3 | $693K | Buy |
5,321
+818
| +18% | +$107K | 0.41% | 41 |
|
|
2019
Q2 | $629K | Buy |
4,503
+2,758
| +158% | +$385K | 0.38% | 44 |
|
|
2019
Q1 | $194K | Sell |
1,745
-387
| -18% | -$43K | 0.12% | 111 |
|
|
2018
Q4 | $234K | Buy |
+2,132
| New | +$234K | 0.17% | 102 |
|