Prosperity Capital Advisors’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 | $422K | Buy |
3,406
+83
| +2% | +$10.3K | 0.04% | 191 |
|
|
2025
Q1 | $325K | Sell |
3,323
-43
| -1% | -$4.2K | 0.03% | 287 |
|
|
2024
Q4 | $375K | Buy |
3,366
+16
| +0.5% | +$1.78K | 0.03% | 253 |
|
|
2024
Q3 | $322K | Sell |
3,350
-29
| -0.9% | -$2.79K | 0.03% | 264 |
|
|
2024
Q2 | $335K | Sell |
3,379
-2,734
| -45% | -$271K | 0.04% | 235 |
|
|
2024
Q1 | $748K | Buy |
6,113
+2,683
| +78% | +$328K | 0.09% | 170 |
|
|
2023
Q4 | $310K | Sell |
3,430
-603
| -15% | -$54.4K | 0.03% | 194 |
|
|
2023
Q3 | $327K | Buy |
4,033
+97
| +2% | +$7.86K | 0.04% | 176 |
|
|
2023
Q2 | $351K | Buy |
3,936
+966
| +33% | +$86.2K | 0.05% | 172 |
|
|
2023
Q1 | $297K | Sell |
2,970
-1
| -0% | -$100 | 0.05% | 162 |
|
|
2022
Q4 | $258K | Buy |
+2,971
| New | +$258K | 0.08% | 162 |
|