Stone Summit 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 | $1.85M | Sell |
14,927
-357
| -2% | -$44.3K | 0.57% | 54 |
|
|
2025
Q1 | $1.51M | Sell |
15,284
-22
| -0.1% | -$2.17K | 0.51% | 61 |
|
|
2024
Q4 | $1.7M | Sell |
15,306
-940
| -6% | -$105K | 0.57% | 56 |
|
|
2024
Q3 | $1.56M | Sell |
16,246
-1,200
| -7% | -$115K | 0.5% | 61 |
|
|
2024
Q2 | $1.73M | Sell |
17,446
-630
| -3% | -$62.6K | 0.62% | 54 |
|
|
2024
Q1 | $2.21M | Sell |
18,076
-508
| -3% | -$62.2K | 0.77% | 44 |
|
|
2023
Q4 | $1.68M | Sell |
18,584
-1,334
| -7% | -$120K | 0.64% | 55 |
|
|
2023
Q3 | $1.61M | Sell |
19,918
-1,778
| -8% | -$144K | 0.69% | 51 |
|
|
2023
Q2 | $1.94M | Sell |
21,696
-748
| -3% | -$66.8K | 0.8% | 41 |
|
|
2023
Q1 | $2.25M | Buy |
22,444
+5
| +0% | +$501 | 1% | 33 |
|
|
2022
Q4 | $1.95M | Sell |
22,439
-549
| -2% | -$47.7K | 0.96% | 34 |
|
|
2022
Q3 | $2.17M | Buy |
22,988
+815
| +4% | +$76.9K | 1.33% | 22 |
|
|
2022
Q2 | $2.09M | Buy |
22,173
+470
| +2% | +$44.4K | 1.25% | 25 |
|
|
2022
Q1 | $2.97M | Buy |
21,703
+8,350
| +63% | +$1.14M | 1.67% | 15 |
|
|
2021
Q4 | $2.06M | Buy |
+13,353
| New | +$2.06M | 1.67% | 19 |
|