Shakespeare 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 | $213K | Buy |
+1,720
| New | +$213K | 0.06% | 90 |
|
|
2024
Q2 | – | Sell |
-1,648
| Closed | -$202K | – | 91 |
|
|
2024
Q1 | $202K | Buy |
+1,648
| New | +$202K | 0.06% | 87 |
|
|
2022
Q2 | – | Sell |
-1,533
| Closed | -$212K | – | 72 |
|
|
2022
Q1 | $212K | Buy |
1,533
+32
| +2% | +$4.43K | 0.08% | 73 |
|
|
2021
Q4 | $232K | Sell |
1,501
-34
| -2% | -$5.26K | 0.08% | 67 |
|
|
2021
Q3 | $270K | Buy |
1,535
+34
| +2% | +$5.98K | 0.1% | 62 |
|
|
2021
Q2 | $266K | Hold |
1,501
| – | – | 0.1% | 61 |
|
|
2021
Q1 | $277K | Hold |
1,501
| – | – | 0.11% | 63 |
|
|
2020
Q4 | $272K | Buy |
+1,501
| New | +$272K | 0.12% | 62 |
|
|
2020
Q1 | – | Sell |
-1,618
| Closed | -$234K | – | 57 |
|
|
2019
Q4 | $234K | Hold |
1,618
| – | – | 0.13% | 67 |
|
|
2019
Q3 | $211K | Buy |
1,618
+117
| +8% | +$15.3K | 0.12% | 70 |
|
|
2019
Q2 | $210K | Buy |
+1,501
| New | +$210K | 0.14% | 67 |
|