Rockline Wealth Management’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 | – | Sell |
-2,041
| Closed | -$201K | – | 101 |
|
|
2025
Q1 | $201K | Hold |
2,041
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $227K | Sell |
2,041
-300
| -13% | -$33.4K | 0.06% | 93 |
|
|
2024
Q3 | $225K | Sell |
2,341
-373
| -14% | -$35.9K | 0.06% | 93 |
|
|
2024
Q2 | $269K | Buy |
2,714
+204
| +8% | +$20.3K | 0.08% | 84 |
|
|
2024
Q1 | $307K | Sell |
2,510
-189
| -7% | -$23.1K | 0.11% | 79 |
|
|
2023
Q4 | $244K | Buy |
+2,699
| New | +$244K | 0.1% | 82 |
|