Retirement Planning Company of New England’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 | $416K | Buy |
3,359
+7
| +0.2% | +$868 | 0.19% | 145 |
|
|
2025
Q1 | $331K | Sell |
3,352
-87
| -3% | -$8.59K | 0.16% | 158 |
|
|
2024
Q4 | $383K | Sell |
3,439
-106
| -3% | -$11.8K | 0.19% | 140 |
|
|
2024
Q3 | $341K | Sell |
3,545
-48
| -1% | -$4.62K | 0.17% | 154 |
|
|
2024
Q2 | $357K | Sell |
3,593
-19
| -0.5% | -$1.89K | 0.19% | 140 |
|
|
2024
Q1 | $442K | Sell |
3,612
-3,437
| -49% | -$421K | 0.24% | 125 |
|
|
2023
Q4 | $636K | Sell |
7,049
-420
| -6% | -$37.9K | 0.29% | 104 |
|
|
2023
Q3 | $605K | Buy |
7,469
+1,226
| +20% | +$99.4K | 0.34% | 94 |
|
|
2023
Q2 | $557K | Sell |
6,243
-282
| -4% | -$25.2K | 0.32% | 100 |
|
|
2023
Q1 | $653K | Buy |
6,525
+239
| +4% | +$23.9K | 0.4% | 82 |
|
|
2022
Q4 | $546K | Sell |
6,286
-412
| -6% | -$35.8K | 0.36% | 100 |
|
|
2022
Q3 | $631K | Buy |
6,698
+334
| +5% | +$31.5K | 0.46% | 73 |
|
|
2022
Q2 | $600K | Buy |
6,364
+451
| +8% | +$42.5K | 0.41% | 79 |
|
|
2022
Q1 | $811K | Buy |
5,913
+1,093
| +23% | +$150K | 0.46% | 65 |
|
|
2021
Q4 | $746K | Buy |
+4,820
| New | +$746K | 0.36% | 74 |
|