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