Royal Capital 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 | $538K | Hold |
4,340
| – | – | 0.36% | 46 |
|
|
2025
Q1 | $428K | Hold |
4,340
| – | – | 0.3% | 51 |
|
|
2024
Q4 | $483K | Hold |
4,340
| – | – | 0.34% | 44 |
|
|
2024
Q3 | $417K | Hold |
4,340
| – | – | 0.3% | 56 |
|
|
2024
Q2 | $431K | Hold |
4,340
| – | – | 0.32% | 48 |
|
|
2024
Q1 | $531K | Buy |
4,340
+1,600
| +58% | +$196K | 0.42% | 42 |
|
|
2023
Q4 | $247K | Sell |
2,740
-90
| -3% | -$8.13K | 0.21% | 78 |
|
|
2023
Q3 | $229K | Sell |
2,830
-100
| -3% | -$8.11K | 0.22% | 76 |
|
|
2023
Q2 | $262K | Buy |
2,930
+20
| +0.7% | +$1.79K | 0.25% | 74 |
|
|
2023
Q1 | $291K | Hold |
2,910
| – | – | 0.29% | 72 |
|
|
2022
Q4 | $253K | Sell |
2,910
-130
| -4% | -$11.3K | 0.27% | 75 |
|
|
2022
Q3 | $287K | Hold |
3,040
| – | – | 0.33% | 66 |
|
|
2022
Q2 | $287K | Hold |
3,040
| – | – | 0.31% | 71 |
|
|
2022
Q1 | $417K | Buy |
3,040
+300
| +11% | +$41.2K | 0.41% | 59 |
|
|
2021
Q4 | $424K | Buy |
+2,740
| New | +$424K | 0.41% | 61 |
|