SteelPeak 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 | $1.91M | Sell |
15,407
-357
| -2% | -$44.3K | 0.07% | 192 |
|
|
2025
Q1 | $1.56M | Buy |
15,764
+1,643
| +12% | +$162K | 0.06% | 197 |
|
|
2024
Q4 | $1.58M | Buy |
14,121
+149
| +1% | +$16.7K | 0.06% | 188 |
|
|
2024
Q3 | $1.34M | Sell |
13,972
-18,044
| -56% | -$1.74M | 0.06% | 191 |
|
|
2024
Q2 | $3.18M | Buy |
32,016
+4,707
| +17% | +$467K | 0.15% | 109 |
|
|
2024
Q1 | $3.34M | Sell |
27,309
-2,394
| -8% | -$293K | 0.17% | 109 |
|
|
2023
Q4 | $2.69M | Sell |
29,703
-4,967
| -14% | -$450K | 0.16% | 110 |
|
|
2023
Q3 | $2.81M | Sell |
34,670
-32,931
| -49% | -$2.67M | 0.18% | 111 |
|
|
2023
Q2 | $6.04M | Buy |
67,601
+13,656
| +25% | +$1.22M | 0.36% | 63 |
|
|
2023
Q1 | $5.4M | Buy |
53,945
+3,970
| +8% | +$398K | 0.37% | 66 |
|
|
2022
Q4 | $4.34M | Sell |
49,975
-1,086
| -2% | -$94.4K | 0.32% | 68 |
|
|
2022
Q3 | $4.82M | Sell |
51,061
-2,842
| -5% | -$268K | 0.36% | 63 |
|
|
2022
Q2 | $5.09M | Buy |
53,903
+4,345
| +9% | +$410K | 0.37% | 62 |
|
|
2022
Q1 | $6.8M | Buy |
49,558
+2,913
| +6% | +$400K | 0.38% | 62 |
|
|
2021
Q4 | $7.23M | Buy |
46,645
+1,549
| +3% | +$240K | 0.41% | 57 |
|
|
2021
Q3 | $7.63M | Sell |
45,096
-8,782
| -16% | -$1.49M | 0.5% | 57 |
|
|
2021
Q2 | $9.47M | Buy |
53,878
+3,248
| +6% | +$571K | 0.66% | 39 |
|
|
2021
Q1 | $9.34M | Buy |
50,630
+6,227
| +14% | +$1.15M | 0.74% | 36 |
|
|
2020
Q4 | $8.05M | Buy |
44,403
+613
| +1% | +$111K | 0.73% | 35 |
|
|
2020
Q3 | $5.43M | Sell |
43,790
-498
| -1% | -$61.8K | 0.58% | 45 |
|
|
2020
Q2 | $4.94M | Sell |
44,288
-15,977
| -27% | -$1.78M | 0.62% | 44 |
|
|
2020
Q1 | $5.82M | Buy |
60,265
+24,226
| +67% | +$2.34M | 0.92% | 27 |
|
|
2019
Q4 | $5.21M | Buy |
+36,039
| New | +$5.21M | 0.72% | 40 |
|