Seamount Financial 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 | $412K | Buy |
3,325
+945
| +40% | +$117K | 0.21% | 87 |
|
|
2025
Q1 | $235K | Hold |
2,380
| – | – | 0.16% | 93 |
|
|
2024
Q4 | $265K | Hold |
2,380
| – | – | 0.18% | 93 |
|
|
2024
Q3 | $229K | Hold |
2,380
| – | – | 0.17% | 90 |
|
|
2024
Q2 | $236K | Buy |
2,380
+450
| +23% | +$44.7K | 0.19% | 83 |
|
|
2024
Q1 | $236K | Buy |
+1,930
| New | +$236K | 0.21% | 83 |
|