Silverlake 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 | $487K | Sell |
3,925
-91
| -2% | -$11.3K | 0.14% | 167 |
|
2025
Q1 | $396K | Hold |
4,016
| – | – | 0.15% | 157 |
|
2024
Q4 | $447K | Sell |
4,016
-979
| -20% | -$109K | 0.17% | 142 |
|
2024
Q3 | $480K | Sell |
4,995
-159
| -3% | -$15.3K | 0.18% | 136 |
|
2024
Q2 | $512K | Sell |
5,154
-523
| -9% | -$51.9K | 0.21% | 112 |
|
2024
Q1 | $695K | Sell |
5,677
-1,320
| -19% | -$162K | 0.35% | 69 |
|
2023
Q4 | $632K | Sell |
6,997
-1,410
| -17% | -$127K | 0.35% | 71 |
|
2023
Q3 | $681K | Sell |
8,407
-6
| -0.1% | -$486 | 0.38% | 69 |
|
2023
Q2 | $751K | Sell |
8,413
-467
| -5% | -$41.7K | 0.42% | 64 |
|
2023
Q1 | $889K | Sell |
8,880
-145
| -2% | -$14.5K | 0.54% | 47 |
|
2022
Q4 | $784K | Sell |
9,025
-82
| -0.9% | -$7.12K | 0.49% | 55 |
|
2022
Q3 | $859K | Sell |
9,107
-119
| -1% | -$11.2K | 0.58% | 42 |
|
2022
Q2 | $871K | Sell |
9,226
-131
| -1% | -$12.4K | 0.57% | 47 |
|
2022
Q1 | $1.28M | Buy |
9,357
+358
| +4% | +$49.1K | 0.73% | 35 |
|
2021
Q4 | $1.39M | Buy |
+8,999
| New | +$1.39M | 0.75% | 30 |
|