Principle 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 | $3.04M | Sell |
24,492
-419
| -2% | -$52K | 0.19% | 99 |
|
|
2025
Q1 | $2.46M | Sell |
24,911
-1,465
| -6% | -$145K | 0.18% | 111 |
|
|
2024
Q4 | $2.94M | Sell |
26,376
-568
| -2% | -$63.2K | 0.21% | 103 |
|
|
2024
Q3 | $2.59M | Sell |
26,944
-692
| -3% | -$66.6K | 0.18% | 110 |
|
|
2024
Q2 | $2.74M | Sell |
27,636
-125
| -0.5% | -$12.4K | 0.21% | 104 |
|
|
2024
Q1 | $3.4M | Buy |
27,761
+1,868
| +7% | +$229K | 0.27% | 89 |
|
|
2023
Q4 | $2.34M | Buy |
25,893
+2,410
| +10% | +$218K | 0.2% | 110 |
|
|
2023
Q3 | $1.9M | Sell |
23,483
-484
| -2% | -$39.2K | 0.19% | 108 |
|
|
2023
Q2 | $2.14M | Sell |
23,967
-338
| -1% | -$30.2K | 0.22% | 98 |
|
|
2023
Q1 | $2.43M | Sell |
24,305
-66
| -0.3% | -$6.61K | 0.26% | 90 |
|
|
2022
Q4 | $2.12M | Sell |
24,371
-317
| -1% | -$27.5K | 0.24% | 91 |
|
|
2022
Q3 | $2.33K | Buy |
24,688
+3,302
| +15% | +$312 | 0.22% | 84 |
|
|
2022
Q2 | $2.02M | Sell |
21,386
-75
| -0.3% | -$7.08K | 0.24% | 91 |
|
|
2022
Q1 | $2.94M | Buy |
21,461
+663
| +3% | +$91K | 0.31% | 74 |
|
|
2021
Q4 | $3.22M | Buy |
20,798
+394
| +2% | +$61K | 0.34% | 64 |
|
|
2021
Q3 | $3.45M | Buy |
20,404
+111
| +0.5% | +$18.8K | 0.4% | 57 |
|
|
2021
Q2 | $3.57M | Buy |
20,293
+207
| +1% | +$36.4K | 0.41% | 57 |
|
|
2021
Q1 | $3.71M | Buy |
20,086
+2,021
| +11% | +$373K | 0.43% | 52 |
|
|
2020
Q4 | $3.27M | Buy |
18,065
+5,331
| +42% | +$966K | 0.43% | 49 |
|
|
2020
Q3 | $1.58M | Sell |
12,734
-62
| -0.5% | -$7.69K | 0.44% | 38 |
|
|
2020
Q2 | $1.43M | Buy |
12,796
+31
| +0.2% | +$3.46K | 0.42% | 39 |
|
|
2020
Q1 | $1.23M | Sell |
12,765
-285
| -2% | -$27.5K | 0.46% | 40 |
|
|
2019
Q4 | $1.89M | Buy |
13,050
+740
| +6% | +$107K | 0.6% | 40 |
|
|
2019
Q3 | $1.6M | Buy |
12,310
+500
| +4% | +$65.2K | 0.55% | 40 |
|
|
2019
Q2 | $1.65M | Buy |
11,810
+1,098
| +10% | +$153K | 0.85% | 32 |
|
|
2019
Q1 | $1.19M | Buy |
10,712
+2,313
| +28% | +$257K | 0.68% | 36 |
|
|
2018
Q4 | $921K | Buy |
+8,399
| New | +$921K | 0.77% | 36 |
|