Spectrum Wealth Counsel’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 | $73.7K | Buy |
747
+300
| +67% | +$29.6K | 0.01% | 156 |
|
2024
Q4 | $49.8K | Hold |
447
| – | – | 0.01% | 163 |
|
2024
Q3 | $43K | Sell |
447
-1,316
| -75% | -$127K | 0.01% | 181 |
|
2024
Q2 | $175K | Sell |
1,763
-585
| -25% | -$58.1K | 0.02% | 124 |
|
2024
Q1 | $287K | Buy |
2,348
+116
| +5% | +$14.2K | 0.04% | 124 |
|
2023
Q4 | $202K | Buy |
+2,232
| New | +$202K | 0.03% | 130 |
|