Strait & Sound 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 | $218K | Sell |
1,756
-282
| -14% | -$35K | 0.09% | 135 |
|
|
2025
Q1 | $201K | Sell |
2,038
-1,952
| -49% | -$193K | 0.09% | 142 |
|
|
2024
Q4 | $444K | Sell |
3,990
-141
| -3% | -$15.7K | 0.21% | 86 |
|
|
2024
Q3 | $397K | Sell |
4,131
-854
| -17% | -$82.1K | 0.19% | 92 |
|
|
2024
Q2 | $495K | Buy |
4,985
+1,988
| +66% | +$197K | 0.25% | 67 |
|
|
2024
Q1 | $351K | Sell |
2,997
-181
| -6% | -$21.2K | 0.2% | 84 |
|
|
2023
Q4 | $287K | Sell |
3,178
-222
| -7% | -$20.1K | 0.18% | 97 |
|
|
2023
Q3 | $276K | Sell |
3,400
-498
| -13% | -$40.4K | 0.24% | 98 |
|
|
2023
Q2 | $348K | Sell |
3,898
-706
| -15% | -$63K | 0.34% | 65 |
|
|
2023
Q1 | $461K | Buy |
4,604
+256
| +6% | +$25.6K | 0.46% | 52 |
|
|
2022
Q4 | $434K | Buy |
+4,348
| New | +$434K | 0.47% | 54 |
|