Silvia McColl 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 | $470K | Buy |
3,793
+25
| +0.7% | +$3.1K | 0.34% | 71 |
|
|
2025
Q1 | $372K | Hold |
3,768
| – | – | 0.28% | 77 |
|
|
2024
Q4 | $420K | Sell |
3,768
-13
| -0.3% | -$1.45K | 0.31% | 72 |
|
|
2024
Q3 | $364K | Hold |
3,781
| – | – | 0.27% | 77 |
|
|
2024
Q2 | $375K | Hold |
3,781
| – | – | 0.31% | 69 |
|
|
2024
Q1 | $443K | Buy |
3,781
+205
| +6% | +$24K | 0.38% | 63 |
|
|
2023
Q4 | $323K | Sell |
3,576
-250
| -7% | -$22.6K | 0.29% | 74 |
|
|
2023
Q3 | $310K | Sell |
3,826
-214
| -5% | -$17.3K | 0.31% | 72 |
|
|
2023
Q2 | $361K | Buy |
4,040
+164
| +4% | +$14.6K | 0.33% | 68 |
|
|
2023
Q1 | $388K | Sell |
3,876
-25
| -0.6% | -$2.5K | 0.38% | 65 |
|
|
2022
Q4 | $339K | Buy |
+3,901
| New | +$339K | 0.33% | 73 |
|