Schrum Private 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 | $284K | Sell |
2,290
-900
| -28% | -$112K | 0.23% | 100 |
|
|
2025
Q1 | $315K | Sell |
3,190
-11
| -0.3% | -$1.09K | 0.28% | 92 |
|
|
2024
Q4 | $356K | Sell |
3,201
-4,189
| -57% | -$466K | 0.3% | 81 |
|
|
2024
Q3 | $711K | Buy |
7,390
+2,570
| +53% | +$247K | 0.37% | 63 |
|
|
2024
Q2 | $479K | Hold |
4,820
| – | – | 0.43% | 60 |
|
|
2024
Q1 | $590K | Buy |
4,820
+327
| +7% | +$40K | 0.54% | 54 |
|
|
2023
Q4 | $406K | Sell |
4,493
-378
| -8% | -$34.1K | 0.58% | 50 |
|
|
2023
Q3 | $395K | Hold |
4,871
| – | – | 0.45% | 59 |
|
|
2023
Q2 | $435K | Buy |
4,871
+10
| +0.2% | +$893 | 0.47% | 57 |
|
|
2023
Q1 | $487K | Sell |
4,861
-205
| -4% | -$20.5K | 0.56% | 54 |
|
|
2022
Q4 | $440K | Sell |
5,066
-222
| -4% | -$19.3K | 0.52% | 55 |
|
|
2022
Q3 | $499K | Sell |
5,288
-1,577
| -23% | -$149K | 0.63% | 46 |
|
|
2022
Q2 | $648K | Hold |
6,865
| – | – | 0.73% | 36 |
|
|
2022
Q1 | $806K | Hold |
6,865
| – | – | 0.81% | 36 |
|
|
2021
Q4 | $1.06M | Buy |
+6,865
| New | +$1.06M | 0.97% | 28 |
|