Ruedi 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 |
-140
| Closed | -$13.8K | – | 126 |
|
|
2025
Q1 | $13.8K | Hold |
140
| – | – | ﹤0.01% | 146 |
|
|
2024
Q4 | $15.6K | Hold |
140
| – | – | ﹤0.01% | 139 |
|
|
2024
Q3 | $13.5K | Sell |
140
-38
| -21% | -$3.66K | ﹤0.01% | 151 |
|
|
2024
Q2 | $17.7K | Buy |
178
+76
| +75% | +$7.55K | 0.01% | 134 |
|
|
2024
Q1 | $12.5K | Buy |
+102
| New | +$12.5K | 0.01% | 150 |
|