Smallwood Wealth Investment 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
Q1 | $520K | Sell |
5,264
-24
| -0.5% | -$2.37K | 0.33% | 39 |
|
|
2024
Q4 | $589K | Buy |
5,288
+32
| +0.6% | +$3.56K | 0.4% | 37 |
|
|
2024
Q3 | $506K | Sell |
5,256
-266
| -5% | -$25.6K | 0.36% | 39 |
|
|
2024
Q2 | $548K | Hold |
5,522
| – | – | 0.42% | 34 |
|
|
2024
Q1 | $676K | Hold |
5,522
| – | – | 0.52% | 29 |
|
|
2023
Q4 | $499K | Sell |
5,522
-54
| -1% | -$4.88K | 0.41% | 37 |
|
|
2023
Q3 | $452K | Sell |
5,576
-200
| -3% | -$16.2K | 0.41% | 37 |
|
|
2023
Q2 | $516K | Sell |
5,776
-12
| -0.2% | -$1.07K | 0.46% | 35 |
|
|
2023
Q1 | $580K | Sell |
5,788
-555
| -9% | -$55.6K | 0.55% | 32 |
|
|
2022
Q4 | $551K | Sell |
6,343
-23
| -0.4% | -$2K | 0.47% | 39 |
|
|
2022
Q3 | $601K | Sell |
6,366
-10
| -0.2% | -$944 | 0.54% | 38 |
|
|
2022
Q2 | $602K | Buy |
6,376
+565
| +10% | +$53.3K | 0.61% | 30 |
|
|
2022
Q1 | $797K | Buy |
5,811
+2,240
| +63% | +$307K | 0.75% | 22 |
|
|
2021
Q4 | $553K | Buy |
+3,571
| New | +$553K | 0.51% | 32 |
|