Tempus Wealth Planning’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 | $1.36M | Sell |
10,950
-983
| -8% | -$122K | 0.34% | 84 |
|
|
2025
Q1 | $1.18M | Sell |
11,933
-958
| -7% | -$94.6K | 0.35% | 86 |
|
|
2024
Q4 | $1.44M | Sell |
12,891
-698
| -5% | -$77.7K | 0.44% | 63 |
|
|
2024
Q3 | $1.31M | Sell |
13,589
-402
| -3% | -$38.7K | 0.48% | 56 |
|
|
2024
Q2 | $1.39M | Buy |
13,991
+1,939
| +16% | +$193K | 0.58% | 43 |
|
|
2024
Q1 | $1.47M | Sell |
12,052
-86
| -0.7% | -$10.5K | 0.65% | 35 |
|
|
2023
Q4 | $1.1M | Sell |
12,138
-584
| -5% | -$52.7K | 0.48% | 62 |
|
|
2023
Q3 | $1.03M | Buy |
12,722
+546
| +4% | +$44.3K | 0.52% | 50 |
|
|
2023
Q2 | $1.09M | Buy |
12,176
+77
| +0.6% | +$6.88K | 0.49% | 60 |
|
|
2023
Q1 | $1.21M | Sell |
12,099
-460
| -4% | -$46.1K | 0.59% | 45 |
|
|
2022
Q4 | $1.09M | Buy |
12,559
+61
| +0.5% | +$5.3K | 0.66% | 43 |
|
|
2022
Q3 | $1.18M | Buy |
12,498
+1,602
| +15% | +$151K | 0.79% | 34 |
|
|
2022
Q2 | $1.03M | Buy |
10,896
+463
| +4% | +$43.7K | 0.85% | 30 |
|
|
2022
Q1 | $1.43M | Sell |
10,433
-925
| -8% | -$127K | 1.02% | 25 |
|
|
2021
Q4 | $1.76M | Buy |
11,358
+666
| +6% | +$103K | 0.95% | 29 |
|
|
2021
Q3 | $1.81M | Buy |
10,692
+656
| +7% | +$111K | 1.02% | 23 |
|
|
2021
Q2 | $1.76M | Buy |
+10,036
| New | +$1.76M | 1.17% | 20 |
|