Sterling Wealth 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
Q2 | $360K | Buy |
+2,905
| New | +$360K | 0.12% | 73 |
|
|
2024
Q4 | $322K | Sell |
2,894
-64
| -2% | -$7.13K | 0.12% | 84 |
|
|
2024
Q3 | $285K | Buy |
2,958
+64
| +2% | +$6.16K | 0.11% | 90 |
|
|
2024
Q2 | $287K | Sell |
2,894
-40
| -1% | -$3.97K | 0.14% | 82 |
|
|
2024
Q1 | $359K | Hold |
2,934
| – | – | 0.18% | 71 |
|
|
2023
Q4 | $265K | Buy |
+2,934
| New | +$265K | 0.15% | 77 |
|