Strategic Wealth Investment Group’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 | $2.73K | Buy |
+22
| New | +$2.73K | ﹤0.01% | 116 |
|
|
2025
Q1 | – | Sell |
-10,309
| Closed | -$1.15M | – | 66 |
|
|
2024
Q4 | $1.15M | Sell |
10,309
-1,560
| -13% | -$174K | 0.13% | 68 |
|
|
2024
Q3 | $1.12M | Sell |
11,869
-57,586
| -83% | -$5.42M | 0.12% | 71 |
|
|
2024
Q2 | $6.81M | Buy |
+69,455
| New | +$6.81M | 0.86% | 41 |
|
|
2023
Q4 | $10.2M | Sell |
112,427
-1,604
| -1% | -$145K | 1.53% | 23 |
|
|
2023
Q3 | $9.24M | Buy |
114,031
+11,869
| +12% | +$962K | 1.68% | 20 |
|
|
2023
Q2 | $9.12M | Buy |
102,162
+24,960
| +32% | +$2.23M | 1.45% | 22 |
|
|
2023
Q1 | $7.73M | Buy |
77,202
+19,255
| +33% | +$1.93M | 1.43% | 22 |
|
|
2022
Q4 | $5.74M | Buy |
57,947
+12,544
| +28% | +$1.24M | 1.33% | 20 |
|
|
2022
Q3 | $4.28M | Buy |
45,403
+4,927
| +12% | +$465K | 1.23% | 21 |
|
|
2022
Q2 | $3.82M | Buy |
40,476
+3,328
| +9% | +$314K | 0.96% | 33 |
|
|
2022
Q1 | $5.1M | Buy |
37,148
+5,450
| +17% | +$747K | 1.22% | 23 |
|
|
2021
Q4 | $4.91M | Buy |
31,698
+3,473
| +12% | +$538K | 1.28% | 19 |
|
|
2021
Q3 | $4.88M | Buy |
28,225
+4,260
| +18% | +$737K | 1.46% | 17 |
|
|
2021
Q2 | $4.21M | Buy |
23,965
+5,332
| +29% | +$937K | 1.49% | 16 |
|
|
2021
Q1 | $3.44M | Buy |
18,633
+2,282
| +14% | +$421K | 1.65% | 14 |
|
|
2020
Q4 | $2.96M | Buy |
16,351
+1,436
| +10% | +$260K | 1.74% | 14 |
|
|
2020
Q3 | $1.85M | Buy |
14,915
+2,033
| +16% | +$252K | 1.39% | 17 |
|
|
2020
Q2 | $1.44M | Buy |
+12,882
| New | +$1.44M | 1.41% | 18 |
|
|
2020
Q1 | – | Sell |
-1,522
| Closed | -$220K | – | 47 |
|
|
2019
Q4 | $220K | Buy |
+1,522
| New | +$220K | 0.23% | 52 |
|