Simplicity Wealth’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 | $4.09M | Buy |
32,996
+15,858
| +93% | +$1.97M | 0.17% | 135 |
|
|
2025
Q1 | $1.69M | Buy |
17,138
+12,278
| +253% | +$1.21M | 0.13% | 174 |
|
|
2024
Q4 | $541K | Sell |
4,860
-10,306
| -68% | -$1.15M | 0.11% | 156 |
|
|
2024
Q3 | $1.46M | Sell |
15,166
-108,974
| -88% | -$10.5M | 0.14% | 140 |
|
|
2024
Q2 | $12.3M | Buy |
124,140
+3,995
| +3% | +$397K | 0.28% | 76 |
|
|
2024
Q1 | $14.7M | Buy |
+120,145
| New | +$14.7M | 0.35% | 51 |
|