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Revolve Wealth Partners’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
4,758
-351
-7% -$43.5K 0.08% 108
2025
Q1
$504K Buy
5,109
+281
+6% +$27.7K 0.07% 119
2024
Q4
$538K Sell
4,828
-1,118
-19% -$124K 0.08% 116
2024
Q3
$572K Buy
5,946
+1,003
+20% +$96.5K 0.09% 106
2024
Q2
$491K Sell
4,943
-12
-0.2% -$1.19K 0.08% 106
2024
Q1
$606K Buy
4,955
+237
+5% +$29K 0.1% 91
2023
Q4
$426K Buy
4,718
+559
+13% +$50.5K 0.08% 101
2023
Q3
$337K Buy
4,159
+501
+14% +$40.6K 0.08% 109
2023
Q2
$327K Sell
3,658
-109
-3% -$9.73K 0.08% 108
2023
Q1
$377K Sell
3,767
-689
-15% -$69K 0.1% 95
2022
Q4
$387K Sell
4,456
-876
-16% -$76.1K 0.11% 91
2022
Q3
$503K Buy
5,332
+677
+15% +$63.9K 0.17% 69
2022
Q2
$439K Buy
4,655
+319
+7% +$30.1K 0.14% 74
2022
Q1
$595K Sell
4,336
-3
-0.1% -$412 0.17% 70
2021
Q4
$672K Buy
+4,339
New +$672K 0.19% 70