Thrive 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 | $526K | Buy |
4,240
+292
| +7% | +$36.2K | 0.08% | 119 |
|
|
2025
Q1 | $390K | Sell |
3,948
-85
| -2% | -$8.39K | 0.07% | 135 |
|
|
2024
Q4 | $449K | Sell |
4,033
-82
| -2% | -$9.13K | 0.08% | 123 |
|
|
2024
Q3 | $396K | Buy |
4,115
+276
| +7% | +$26.5K | 0.07% | 140 |
|
|
2024
Q2 | $381K | Sell |
3,839
-116
| -3% | -$11.5K | 0.07% | 145 |
|
|
2024
Q1 | $484K | Buy |
3,955
+1,321
| +50% | +$162K | 0.1% | 109 |
|
|
2023
Q4 | $238K | Sell |
2,634
-513
| -16% | -$46.3K | 0.05% | 168 |
|
|
2023
Q3 | $255K | Sell |
3,147
-945
| -23% | -$76.6K | 0.07% | 143 |
|
|
2023
Q2 | $365K | Buy |
4,092
+799
| +24% | +$71.3K | 0.09% | 118 |
|
|
2023
Q1 | $330K | Buy |
3,293
+886
| +37% | +$88.7K | 0.08% | 128 |
|
|
2022
Q4 | $209K | Sell |
2,407
-725
| -23% | -$63K | 0.06% | 150 |
|
|
2022
Q3 | $295K | Buy |
3,132
+557
| +22% | +$52.5K | 0.1% | 117 |
|
|
2022
Q2 | $243K | Buy |
2,575
+131
| +5% | +$12.4K | 0.08% | 132 |
|
|
2022
Q1 | $335K | Sell |
2,444
-3
| -0.1% | -$411 | 0.1% | 117 |
|
|
2021
Q4 | $379K | Buy |
+2,447
| New | +$379K | 0.13% | 104 |
|