Ridgecrest Wealth Partners’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 | $960K | Sell |
7,738
-200
| -3% | -$24.8K | 0.51% | 42 |
|
|
2025
Q1 | $784K | Buy |
7,938
+319
| +4% | +$31.5K | 0.41% | 47 |
|
|
2024
Q4 | $848K | Sell |
7,619
-190
| -2% | -$21.2K | 0.46% | 41 |
|
|
2024
Q3 | $751K | Buy |
7,809
+25
| +0.3% | +$2.41K | 0.39% | 47 |
|
|
2024
Q2 | $773K | Sell |
7,784
-8
| -0.1% | -$794 | 0.47% | 43 |
|
|
2024
Q1 | $953K | Sell |
7,792
-127
| -2% | -$15.5K | 0.57% | 40 |
|
|
2023
Q4 | $715K | Buy |
7,919
+4
| +0.1% | +$361 | 0.47% | 45 |
|
|
2023
Q3 | $642K | Buy |
7,915
+101
| +1% | +$8.19K | 0.45% | 45 |
|
|
2023
Q2 | $698K | Buy |
7,814
+28
| +0.4% | +$2.5K | 0.46% | 43 |
|
|
2023
Q1 | $780K | Sell |
7,786
-185
| -2% | -$18.5K | 0.56% | 36 |
|
|
2022
Q4 | $693K | Sell |
7,971
-221
| -3% | -$19.2K | 0.53% | 38 |
|
|
2022
Q3 | $773K | Buy |
8,192
+555
| +7% | +$52.4K | 0.63% | 36 |
|
|
2022
Q2 | $721K | Buy |
7,637
+138
| +2% | +$13K | 0.52% | 41 |
|
|
2022
Q1 | $1.03M | Buy |
7,499
+1,217
| +19% | +$167K | 0.65% | 39 |
|
|
2021
Q4 | $973K | Buy |
6,282
+551
| +10% | +$85.3K | 0.47% | 48 |
|
|
2021
Q3 | $969K | Buy |
5,731
+194
| +4% | +$32.8K | 0.53% | 46 |
|
|
2021
Q2 | $973K | Sell |
5,537
-176
| -3% | -$30.9K | 0.61% | 43 |
|
|
2021
Q1 | $1.05M | Buy |
+5,713
| New | +$1.05M | 1% | 32 |
|