Prosperity Financial 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 | $202K | Buy |
+1,627
| New | +$202K | 0.09% | 156 |
|
|
2024
Q4 | – | Sell |
-5,792
| Closed | -$557K | – | 173 |
|
|
2024
Q3 | $557K | Buy |
5,792
+378
| +7% | +$36.4K | 0.31% | 78 |
|
|
2024
Q2 | $538K | Buy |
5,414
+368
| +7% | +$36.5K | 0.34% | 72 |
|
|
2024
Q1 | $617K | Buy |
5,046
+16
| +0.3% | +$1.96K | 0.38% | 65 |
|
|
2023
Q4 | $454K | Sell |
5,030
-99
| -2% | -$8.94K | 0.32% | 70 |
|
|
2023
Q3 | $416K | Sell |
5,129
-816
| -14% | -$66.1K | 0.34% | 67 |
|
|
2023
Q2 | $531K | Buy |
5,945
+622
| +12% | +$55.5K | 0.47% | 50 |
|
|
2023
Q1 | $533K | Sell |
5,323
-2,794
| -34% | -$280K | 0.54% | 47 |
|
|
2022
Q4 | $705K | Buy |
+8,117
| New | +$705K | 0.76% | 33 |
|