Smart Portfolios LLC’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 | $594K | Sell |
4,788
-40
| -0.8% | -$4.96K | 0.6% | 55 |
|
|
2025
Q1 | $477K | Hold |
4,828
| – | – | 0.52% | 63 |
|
|
2024
Q4 | $538K | Buy |
4,828
+40
| +0.8% | +$4.45K | 0.56% | 56 |
|
|
2024
Q3 | $461K | Buy |
4,788
+11
| +0.2% | +$1.06K | 0.47% | 71 |
|
|
2024
Q2 | $474K | Buy |
4,777
+705
| +17% | +$70K | 0.48% | 64 |
|
|
2024
Q1 | $498K | Buy |
4,072
+80
| +2% | +$9.79K | 0.53% | 51 |
|
|
2023
Q4 | $436K | Buy |
+3,992
| New | +$436K | 0.51% | 50 |
|
|
2019
Q2 | – | Sell |
-808
| Closed | -$90K | – | 90 |
|
|
2019
Q1 | $90K | Buy |
808
+641
| +384% | +$71.4K | 0.08% | 74 |
|
|
2018
Q4 | $18K | Buy |
+167
| New | +$18K | 0.01% | 119 |
|