Provenance Wealth 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 | $61.4K | Sell |
495
-100
| -17% | -$12.4K | 0.01% | 196 |
|
|
2025
Q1 | $58.7K | Sell |
595
-206
| -26% | -$20.3K | 0.01% | 215 |
|
|
2024
Q4 | $89.2K | Sell |
801
-193
| -19% | -$21.5K | 0.01% | 195 |
|
|
2024
Q3 | $95.6K | Buy |
994
+508
| +105% | +$48.9K | 0.01% | 195 |
|
|
2024
Q2 | $48.3K | Hold |
486
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $59.5K | Buy |
486
+81
| +20% | +$9.91K | 0.01% | 214 |
|
|
2023
Q4 | $36.6K | Sell |
405
-25
| -6% | -$2.26K | ﹤0.01% | 224 |
|
|
2023
Q3 | $34.9K | Buy |
+430
| New | +$34.9K | 0.01% | 198 |
|