Sendero 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 | $578K | Sell |
4,659
-87
| -2% | -$10.8K | 0.07% | 135 |
|
|
2025
Q1 | $468K | Buy |
4,746
+386
| +9% | +$38.1K | 0.07% | 141 |
|
|
2024
Q4 | $485K | Hold |
4,360
| – | – | 0.07% | 129 |
|
|
2024
Q3 | $419K | Sell |
4,360
-272
| -6% | -$26.2K | 0.07% | 133 |
|
|
2024
Q2 | $460K | Sell |
4,632
-17
| -0.4% | -$1.69K | 0.08% | 125 |
|
|
2024
Q1 | $569K | Buy |
4,649
+89
| +2% | +$10.9K | 0.1% | 115 |
|
|
2023
Q4 | $412K | Hold |
4,560
| – | – | 0.08% | 130 |
|
|
2023
Q3 | $370K | Hold |
4,560
| – | – | 0.08% | 126 |
|
|
2023
Q2 | $407K | Buy |
4,560
+1,044
| +30% | +$93.2K | 0.09% | 122 |
|
|
2023
Q1 | $352K | Buy |
3,516
+420
| +14% | +$42.1K | 0.11% | 83 |
|
|
2022
Q4 | $269K | Buy |
3,096
+618
| +25% | +$53.7K | 0.1% | 91 |
|
|
2022
Q3 | $234K | Buy |
+2,478
| New | +$234K | 0.1% | 86 |
|