Sierra Summit Advisors’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 | $586K | Sell |
4,729
-150
| -3% | -$18.6K | 0.1% | 143 |
|
|
2025
Q1 | $482K | Sell |
4,879
-399
| -8% | -$39.4K | 0.1% | 151 |
|
|
2024
Q4 | $588K | Sell |
5,278
-657
| -11% | -$73.2K | 0.12% | 93 |
|
|
2024
Q3 | $571K | Buy |
5,935
+803
| +16% | +$77.2K | 0.13% | 91 |
|
|
2024
Q2 | $510K | Buy |
5,132
+552
| +12% | +$54.8K | 0.13% | 96 |
|
|
2024
Q1 | $560K | Buy |
4,580
+225
| +5% | +$27.5K | 0.15% | 85 |
|
|
2023
Q4 | $393K | Buy |
+4,355
| New | +$393K | 0.11% | 106 |
|