Rothschild Capital 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 | $206K | Sell |
1,660
-500
| -23% | -$62K | 0.05% | 89 |
|
2025
Q1 | $213K | Sell |
2,160
-550
| -20% | -$54.3K | 0.06% | 88 |
|
2024
Q4 | $302K | Buy |
+2,710
| New | +$302K | 0.07% | 72 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 48 |
|
2016
Q3 | – | Hold |
0
| – | – | – | 64 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 51 |
|