Redmont Wealth Advisors’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 | $99 | Sell |
1
-2,283
| -100% | -$226K | ﹤0.01% | 174 |
|
|
2024
Q4 | $254K | Hold |
2,284
| – | – | 0.44% | 59 |
|
|
2024
Q3 | $220K | Hold |
2,284
| – | – | 0.34% | 63 |
|
|
2024
Q2 | $227K | Hold |
2,284
| – | – | 0.36% | 65 |
|
|
2024
Q1 | $279K | Sell |
2,284
-1,803
| -44% | -$221K | 0.39% | 58 |
|
|
2023
Q4 | $369K | Buy |
+4,087
| New | +$369K | 0.54% | 50 |
|
|
2023
Q3 | – | Sell |
-4,546
| Closed | -$406K | – | 62 |
|
|
2023
Q2 | $406K | Sell |
4,546
-2,949
| -39% | -$263K | 0.7% | 49 |
|
|
2023
Q1 | $750K | Buy |
7,495
+4,994
| +200% | +$500K | 1.52% | 13 |
|
|
2022
Q4 | $217K | Hold |
2,501
| – | – | 0.25% | 100 |
|
|
2022
Q3 | $236K | Hold |
2,501
| – | – | 0.31% | 80 |
|
|
2022
Q2 | $236K | Sell |
2,501
-1,750
| -41% | -$165K | 0.29% | 85 |
|
|
2022
Q1 | $583K | Buy |
4,251
+486
| +13% | +$66.7K | 0.62% | 41 |
|
|
2021
Q4 | $583K | Buy |
+3,765
| New | +$583K | 0.62% | 39 |
|