Quotient Wealth Partners’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 | $1.29M | Sell |
10,383
-1,006
| -9% | -$125K | 0.04% | 102 |
|
|
2025
Q1 | $1.12M | Buy |
11,389
+158
| +1% | +$15.6K | 0.04% | 103 |
|
|
2024
Q4 | $1.25M | Sell |
11,231
-505
| -4% | -$56.2K | 0.04% | 89 |
|
|
2024
Q3 | $1.13M | Sell |
11,736
-2,743
| -19% | -$264K | 0.04% | 101 |
|
|
2024
Q2 | $1.44M | Sell |
14,479
-12,989
| -47% | -$1.29M | 0.05% | 80 |
|
|
2024
Q1 | $3.36M | Sell |
27,468
-14,108
| -34% | -$1.73M | 0.12% | 54 |
|
|
2023
Q4 | $3.75M | Buy |
+41,576
| New | +$3.75M | 0.15% | 67 |
|