Sage Private Wealth Group’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 |
-2,924
| Closed | -$289K | – | 91 |
|
|
2025
Q1 | $289K | Buy |
2,924
+2
| +0.1% | +$197 | 0.22% | 72 |
|
|
2024
Q4 | $325K | Sell |
2,922
-852
| -23% | -$94.9K | 0.24% | 60 |
|
|
2024
Q3 | $363K | Buy |
3,774
+274
| +8% | +$26.4K | 0.29% | 57 |
|
|
2024
Q2 | $348K | Sell |
3,500
-107
| -3% | -$10.6K | 0.29% | 55 |
|
|
2024
Q1 | $441K | Buy |
3,607
+445
| +14% | +$54.5K | 0.35% | 39 |
|
|
2023
Q4 | $286K | Hold |
3,162
| – | – | 0.25% | 49 |
|
|
2023
Q3 | $256K | Buy |
3,162
+124
| +4% | +$10.1K | 0.35% | 39 |
|
|
2023
Q2 | $271K | Sell |
3,038
-72
| -2% | -$6.43K | 0.37% | 38 |
|
|
2023
Q1 | $312K | Buy |
3,110
+128
| +4% | +$12.8K | 0.36% | 33 |
|
|
2022
Q4 | $259K | Sell |
2,982
-215
| -7% | -$18.7K | 0.31% | 39 |
|
|
2022
Q3 | $302K | Buy |
3,197
+17
| +0.5% | +$1.61K | 0.4% | 30 |
|
|
2022
Q2 | $300K | Sell |
3,180
-130
| -4% | -$12.3K | 0.43% | 32 |
|
|
2022
Q1 | $454K | Buy |
3,310
+37
| +1% | +$5.08K | 0.44% | 20 |
|
|
2021
Q4 | $507K | Buy |
3,273
+192
| +6% | +$29.7K | 0.63% | 16 |
|
|
2021
Q3 | $521K | Sell |
3,081
-37
| -1% | -$6.26K | 0.72% | 12 |
|
|
2021
Q2 | $548K | Hold |
3,118
| – | – | 0.74% | 11 |
|
|
2021
Q1 | $575K | Sell |
3,118
-766
| -20% | -$141K | 0.99% | 6 |
|
|
2020
Q4 | $704K | Buy |
+3,884
| New | +$704K | 1.96% | 4 |
|