Private 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 | $181K | Sell |
1,460
-10
| -0.7% | -$1.24K | 0.06% | 86 |
|
|
2025
Q1 | $145K | Sell |
1,470
-699
| -32% | -$69K | 0.05% | 92 |
|
|
2024
Q4 | $242K | Buy |
2,169
+1,399
| +182% | +$156K | 0.09% | 74 |
|
|
2024
Q3 | $74.1K | Sell |
770
-12
| -2% | -$1.15K | 0.03% | 132 |
|
|
2024
Q2 | $77.6K | Hold |
782
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $95.7K | Sell |
782
-383
| -33% | -$46.9K | 0.04% | 102 |
|
|
2023
Q4 | $105K | Buy |
+1,165
| New | +$105K | 0.05% | 96 |
|