Redwood Wealth Management Group’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 | $379K | Buy |
3,059
+100
| +3% | +$12.4K | 0.17% | 119 |
|
|
2025
Q1 | $292K | Buy |
2,959
+6
| +0.2% | +$592 | 0.15% | 127 |
|
|
2024
Q4 | $329K | Sell |
2,953
-99
| -3% | -$11K | 0.16% | 122 |
|
|
2024
Q3 | $294K | Sell |
3,052
-234
| -7% | -$22.5K | 0.15% | 131 |
|
|
2024
Q2 | $326K | Buy |
3,286
+10
| +0.3% | +$993 | 0.25% | 88 |
|
|
2024
Q1 | $401K | Sell |
3,276
-181
| -5% | -$22.1K | 0.42% | 70 |
|
|
2023
Q4 | $312K | Buy |
3,457
+434
| +14% | +$39.2K | 0.35% | 88 |
|
|
2023
Q3 | $245K | Buy |
3,023
+34
| +1% | +$2.76K | 0.29% | 100 |
|
|
2023
Q2 | $267K | Buy |
2,989
+296
| +11% | +$26.4K | 0.3% | 99 |
|
|
2023
Q1 | $270K | Sell |
2,693
-255
| -9% | -$25.5K | 0.31% | 99 |
|
|
2022
Q4 | $256K | Buy |
+2,948
| New | +$256K | 0.32% | 89 |
|