RVW Wealth’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 | $2.22M | Buy |
17,865
+1,857
| +12% | +$230K | 0.19% | 55 |
|
|
2025
Q1 | $1.58M | Buy |
16,008
+8,787
| +122% | +$867K | 0.15% | 55 |
|
|
2024
Q4 | $804K | Buy |
7,221
+1,198
| +20% | +$133K | 0.08% | 69 |
|
|
2024
Q3 | $579K | Sell |
6,023
-1,582
| -21% | -$152K | 0.05% | 88 |
|
|
2024
Q2 | $755K | Sell |
7,605
-378
| -5% | -$37.5K | 0.08% | 69 |
|
|
2024
Q1 | $977K | Buy |
7,983
+1,077
| +16% | +$132K | 0.1% | 69 |
|
|
2023
Q4 | $624K | Sell |
6,906
-28
| -0.4% | -$2.53K | 0.07% | 83 |
|
|
2023
Q3 | $562K | Sell |
6,934
-356
| -5% | -$28.9K | 0.07% | 85 |
|
|
2023
Q2 | $651K | Sell |
7,290
-1,202
| -14% | -$107K | 0.08% | 85 |
|
|
2023
Q1 | $850K | Sell |
8,492
-444
| -5% | -$44.5K | 0.11% | 80 |
|
|
2022
Q4 | $776K | Sell |
8,936
-338
| -4% | -$29.4K | 0.1% | 82 |
|
|
2022
Q3 | $875K | Sell |
9,274
-4,704
| -34% | -$444K | 0.12% | 78 |
|
|
2022
Q2 | $1.32M | Sell |
13,978
-4,520
| -24% | -$427K | 0.18% | 68 |
|
|
2022
Q1 | $2.54M | Sell |
18,498
-3,750
| -17% | -$514K | 0.29% | 50 |
|
|
2021
Q4 | $3.45M | Buy |
22,248
+812
| +4% | +$126K | 0.39% | 44 |
|
|
2021
Q3 | $4M | Hold |
21,436
| – | – | 0.48% | 35 |
|
|
2021
Q2 | $4M | Sell |
21,436
-86
| -0.4% | -$16K | 0.5% | 34 |
|
|
2021
Q1 | $4M | Buy |
21,522
+14,546
| +209% | +$2.7M | 0.52% | 35 |
|
|
2020
Q4 | $1M | Buy |
6,976
+153
| +2% | +$21.9K | 0.15% | 61 |
|
|
2020
Q3 | $847K | Sell |
6,823
-876
| -11% | -$109K | 0.14% | 64 |
|
|
2020
Q2 | $859K | Buy |
7,699
+2,119
| +38% | +$236K | 0.16% | 62 |
|
|
2020
Q1 | $539K | Buy |
5,580
+129
| +2% | +$12.5K | 0.13% | 72 |
|
|
2019
Q4 | $788K | Buy |
5,451
+339
| +7% | +$49K | 0.17% | 53 |
|
|
2019
Q3 | $666K | Buy |
5,112
+52
| +1% | +$6.78K | 0.16% | 52 |
|
|
2019
Q2 | $707K | Sell |
5,060
-89
| -2% | -$12.4K | 0.17% | 43 |
|
|
2019
Q1 | $572K | Buy |
+5,149
| New | +$572K | 0.15% | 46 |
|