Principal Securities’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 | $9.24M | Buy |
74,511
+3,307
| +5% | +$410K | 0.17% | 113 |
|
|
2025
Q1 | $7.93M | Buy |
71,204
+132
| +0.2% | +$14.7K | 0.18% | 115 |
|
|
2024
Q4 | $7.91M | Buy |
71,072
+12,298
| +21% | +$1.37M | 0.18% | 114 |
|
|
2024
Q3 | $5.65M | Buy |
58,774
+2,615
| +5% | +$252K | 0.14% | 142 |
|
|
2024
Q2 | $5.58M | Buy |
56,159
+5,330
| +10% | +$529K | 0.15% | 121 |
|
|
2024
Q1 | $6.22M | Buy |
50,829
+5,439
| +12% | +$666K | 0.19% | 106 |
|
|
2023
Q4 | $4.1M | Buy |
+45,390
| New | +$4.1M | 0.15% | 133 |
|