Semus Wealth Partners’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 | $277K | Buy |
2,233
+140
| +7% | +$17.4K | 0.18% | 89 |
|
|
2025
Q1 | $207K | Buy |
2,093
+52
| +3% | +$5.13K | 0.14% | 103 |
|
|
2024
Q4 | $227K | Buy |
+2,041
| New | +$227K | 0.15% | 99 |
|
|
2024
Q2 | – | Sell |
-1,911
| Closed | -$234K | – | 117 |
|
|
2024
Q1 | $234K | Buy |
+1,911
| New | +$234K | 0.2% | 110 |
|
|
2023
Q3 | – | Sell |
-2,242
| Closed | -$200K | – | 117 |
|
|
2023
Q2 | $200K | Sell |
2,242
-411
| -15% | -$36.7K | 0.18% | 110 |
|
|
2023
Q1 | $266K | Sell |
2,653
-85
| -3% | -$8.51K | 0.29% | 87 |
|
|
2022
Q4 | $238K | Buy |
+2,738
| New | +$238K | 0.29% | 90 |
|