Red Door 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 | $420K | Buy |
+3,390
| New | +$420K | 0.05% | 177 |
|
|
2024
Q2 | – | Sell |
-1,816
| Closed | -$222K | – | 200 |
|
|
2024
Q1 | $222K | Sell |
1,816
-37,369
| -95% | -$4.57M | 0.04% | 180 |
|
|
2023
Q4 | $3.54M | Buy |
39,185
+2,506
| +7% | +$226K | 0.77% | 46 |
|
|
2023
Q3 | $2.97M | Buy |
36,679
+1,219
| +3% | +$98.8K | 0.74% | 44 |
|
|
2023
Q2 | $3.17M | Buy |
35,460
+1,902
| +6% | +$170K | 0.7% | 43 |
|
|
2023
Q1 | $3.36M | Buy |
33,558
+3,064
| +10% | +$307K | 1.05% | 37 |
|
|
2022
Q4 | $2.65M | Buy |
30,494
+2,156
| +8% | +$187K | 0.87% | 43 |
|
|
2022
Q3 | $2.67M | Buy |
28,338
+791
| +3% | +$74.6K | 1.01% | 40 |
|
|
2022
Q2 | $2.6M | Buy |
27,547
+942
| +4% | +$88.9K | 0.96% | 43 |
|
|
2022
Q1 | $3.65M | Buy |
26,605
+3,058
| +13% | +$419K | 1.22% | 33 |
|
|
2021
Q4 | $3.65M | Buy |
23,547
+2,151
| +10% | +$333K | 1.2% | 30 |
|
|
2021
Q3 | $3.62M | Buy |
21,396
+2,626
| +14% | +$444K | 1.39% | 21 |
|
|
2021
Q2 | $3.3M | Buy |
18,770
+2,472
| +15% | +$434K | 1.28% | 19 |
|
|
2021
Q1 | $3.02M | Buy |
16,298
+1,719
| +12% | +$318K | 1.54% | 19 |
|
|
2020
Q4 | $2.64M | Buy |
14,579
+752
| +5% | +$136K | 1.56% | 16 |
|
|
2020
Q3 | $1.72M | Buy |
13,827
+150
| +1% | +$18.7K | 1.27% | 27 |
|
|
2020
Q2 | $1.53M | Buy |
13,677
+1,719
| +14% | +$192K | 1.12% | 26 |
|
|
2020
Q1 | $1.16M | Buy |
11,958
+4,139
| +53% | +$400K | 1.1% | 29 |
|
|
2019
Q4 | $1.13M | Buy |
+7,819
| New | +$1.13M | 1.01% | 34 |
|