Quadcap 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 | $837K | Buy |
6,749
+232
| +4% | +$28.8K | 0.11% | 169 |
|
2025
Q1 | $643K | Buy |
6,517
+39
| +0.6% | +$3.85K | 0.09% | 204 |
|
2024
Q4 | $721K | Buy |
6,478
+832
| +15% | +$92.6K | 0.11% | 184 |
|
2024
Q3 | $543K | Sell |
5,646
-71
| -1% | -$6.83K | 0.08% | 236 |
|
2024
Q2 | $568K | Sell |
5,717
-332
| -5% | -$33K | 0.1% | 225 |
|
2024
Q1 | $740K | Buy |
6,049
+290
| +5% | +$35.5K | 0.17% | 141 |
|
2023
Q4 | $520K | Buy |
+5,759
| New | +$520K | 0.13% | 202 |
|