RMR Wealth Builders’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $742K | Sell |
7,703
-770
| -9% | -$81.4K | 0.06% | 137 |
|
|
2025
Q4 | $964K | Buy |
8,473
+129
| +2% | +$14.2K | 0.08% | 121 |
|
|
2025
Q3 | $955K | Buy |
8,344
+316
| +4% | +$37.2K | 0.08% | 112 |
|
|
2025
Q2 | $996K | Buy |
8,028
+1,923
| +31% | +$200K | 0.09% | 113 |
|
|
2025
Q1 | $603K | Sell |
6,105
-1,251
| -17% | -$134K | 0.06% | 137 |
|
|
2024
Q4 | $819K | Buy |
7,356
+215
| +3% | +$22.6K | 0.08% | 123 |
|
|
2024
Q3 | $687K | Buy |
7,141
+1,153
| +19% | +$106K | 0.07% | 125 |
|
|
2024
Q2 | $595K | Sell |
5,988
-1,302
| -18% | -$140K | 0.07% | 140 |
|
|
2024
Q1 | $892K | Sell |
7,290
-7,067
| -49% | -$738K | 0.11% | 105 |
|
|
2023
Q4 | $1.3M | Buy |
14,357
+714
| +5% | +$62.9K | 0.18% | 69 |
|
|
2023
Q3 | $1.11M | Buy |
13,643
+4,344
| +47% | +$371K | 0.18% | 69 |
|
|
2023
Q2 | $830K | Buy |
9,299
+9
| +0.1% | +$853 | 0.14% | 74 |
|
|
2023
Q1 | $930K | Buy |
9,290
+1,529
| +20% | +$154K | 0.18% | 68 |
|
|
2022
Q4 | $674K | Buy |
7,761
+624
| +9% | +$59.7K | 0.15% | 79 |
|
|
2022
Q3 | $673K | Buy |
7,137
+247
| +4% | +$26.4K | 0.16% | 76 |
|
|
2022
Q2 | $650K | Buy |
6,890
+54
| +0.8% | +$5.99K | 0.16% | 92 |
|
|
2022
Q1 | $938K | Buy |
6,836
+2,792
| +69% | +$404K | 0.2% | 70 |
|
|
2021
Q4 | $626K | Sell |
4,044
-1,123
| -22% | -$181K | 0.18% | 57 |
|
|
2021
Q3 | $874K | Buy |
5,167
+307
| +6% | +$54.7K | 0.26% | 60 |
|
|
2021
Q2 | $854K | Sell |
4,860
-3,345
| -41% | -$602K | 0.28% | 59 |
|
|
2021
Q1 | $1.51M | Buy |
8,205
+4,304
| +110% | +$794K | 0.39% | 38 |
|
|
2020
Q4 | $707K | Sell |
3,901
-9,409
| -71% | -$1.35M | 0.35% | 56 |
|
|
2020
Q3 | $1.65M | Buy |
13,310
+9,730
| +272% | +$1.22M | 0.43% | 42 |
|
|
2020
Q2 | $399K | Buy |
+3,580
| New | +$395K | 0.36% | 66 |
|
|
2019
Q4 | $1.09M | Buy |
+7,552
| New | +$1.05M | 1.05% | 26 |
|
Other funds holding DIS
VCM
VPM
