Prosperity Wealth Management’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 | $261K | Buy |
+2,107
| New | +$261K | 0.1% | 194 |
|
|
2025
Q1 | – | Sell |
-3,890
| Closed | -$433K | – | 220 |
|
|
2024
Q4 | $433K | Sell |
3,890
-772
| -17% | -$86K | 0.18% | 112 |
|
|
2024
Q3 | $448K | Buy |
4,662
+380
| +9% | +$36.5K | 0.18% | 94 |
|
|
2024
Q2 | $425K | Sell |
4,282
-7
| -0.2% | -$695 | 0.21% | 97 |
|
|
2024
Q1 | $525K | Buy |
4,289
+395
| +10% | +$48.3K | 0.25% | 70 |
|
|
2023
Q4 | $352K | Sell |
3,894
-632
| -14% | -$57.1K | 0.23% | 74 |
|
|
2023
Q3 | $367K | Buy |
4,526
+134
| +3% | +$10.9K | 0.24% | 77 |
|
|
2023
Q2 | $392K | Sell |
4,392
-127
| -3% | -$11.3K | 0.25% | 58 |
|
|
2023
Q1 | $452K | Sell |
4,519
-256
| -5% | -$25.6K | 0.36% | 53 |
|
|
2022
Q4 | $415K | Buy |
+4,775
| New | +$415K | 0.39% | 54 |
|