Rede 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
Q2 | $354K | Sell |
2,858
-100
| -3% | -$12.4K | 0.13% | 76 |
|
|
2025
Q1 | $292K | Hold |
2,958
| – | – | 0.1% | 82 |
|
|
2024
Q4 | $329K | Sell |
2,958
-166
| -5% | -$18.5K | 0.13% | 79 |
|
|
2024
Q3 | $301K | Sell |
3,124
-14
| -0.4% | -$1.35K | 0.11% | 82 |
|
|
2024
Q2 | $312K | Hold |
3,138
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $384K | Buy |
3,138
+300
| +11% | +$36.7K | 0.16% | 61 |
|
|
2023
Q4 | $256K | Buy |
2,838
+31
| +1% | +$2.8K | 0.12% | 76 |
|
|
2023
Q3 | $228K | Sell |
2,807
-337
| -11% | -$27.3K | 0.11% | 76 |
|
|
2023
Q2 | $281K | Sell |
3,144
-287
| -8% | -$25.6K | 0.13% | 78 |
|
|
2023
Q1 | $344K | Buy |
3,431
+177
| +5% | +$17.7K | 0.18% | 66 |
|
|
2022
Q4 | $283K | Buy |
3,254
+52
| +2% | +$4.52K | 0.15% | 75 |
|
|
2022
Q3 | $302K | Sell |
3,202
-300
| -9% | -$28.3K | 0.18% | 71 |
|
|
2022
Q2 | $331K | Hold |
3,502
| – | – | 0.19% | 69 |
|
|
2022
Q1 | $480K | Buy |
3,502
+6
| +0.2% | +$822 | 0.23% | 58 |
|
|
2021
Q4 | $542K | Hold |
3,496
| – | – | 0.27% | 54 |
|
|
2021
Q3 | $591K | Buy |
3,496
+297
| +9% | +$50.2K | 0.32% | 46 |
|
|
2021
Q2 | $562K | Hold |
3,199
| – | – | 0.3% | 47 |
|
|
2021
Q1 | $590K | Buy |
3,199
+32
| +1% | +$5.9K | 0.34% | 41 |
|
|
2020
Q4 | $574K | Buy |
+3,167
| New | +$574K | 0.39% | 35 |
|