Quantum Private Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,467
| Closed | -$275K | – | 169 |
|
|
2024
Q4 | $275K | Sell |
2,467
-1,081
| -30% | -$120K | 0.09% | 149 |
|
|
2024
Q3 | $341K | Sell |
3,548
-552
| -13% | -$53.1K | 0.12% | 146 |
|
|
2024
Q2 | $407K | Sell |
4,100
-667
| -14% | -$66.2K | 0.14% | 116 |
|
|
2024
Q1 | $583K | Hold |
4,767
| – | – | 0.22% | 89 |
|
|
2023
Q4 | $430K | Sell |
4,767
-114
| -2% | -$10.3K | 0.18% | 115 |
|
|
2023
Q3 | $396K | Sell |
4,881
-6,312
| -56% | -$512K | 0.19% | 112 |
|
|
2023
Q2 | $999K | Sell |
11,193
-4,654
| -29% | -$416K | 0.46% | 50 |
|
|
2023
Q1 | $1.59M | Sell |
15,847
-308
| -2% | -$30.8K | 0.86% | 23 |
|
|
2022
Q4 | $1.4M | Sell |
16,155
-1,083
| -6% | -$94.1K | 0.89% | 20 |
|
|
2022
Q3 | $1.63M | Buy |
17,238
+137
| +0.8% | +$12.9K | 1.02% | 14 |
|
|
2022
Q2 | $1.61M | Sell |
17,101
-3,232
| -16% | -$305K | 0.95% | 19 |
|
|
2022
Q1 | $2.79M | Buy |
20,333
+850
| +4% | +$117K | 1.2% | 14 |
|
|
2021
Q4 | $3.02M | Buy |
+19,483
| New | +$3.02M | 1.14% | 15 |
|