Total Clarity 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 | $225K | Buy |
+1,814
| New | +$225K | 0.06% | 254 |
|
|
2024
Q2 | – | Sell |
-1,738
| Closed | -$213K | – | 260 |
|
|
2024
Q1 | $213K | Buy |
+1,738
| New | +$213K | 0.07% | 247 |
|
|
2022
Q4 | – | Sell |
-2,494
| Closed | -$235K | – | 234 |
|
|
2022
Q3 | $235K | Buy |
2,494
+80
| +3% | +$7.54K | 0.15% | 184 |
|
|
2022
Q2 | $228K | Sell |
2,414
-128
| -5% | -$12.1K | 0.12% | 179 |
|
|
2022
Q1 | $349K | Buy |
2,542
+702
| +38% | +$96.4K | 0.19% | 143 |
|
|
2021
Q4 | $285K | Sell |
1,840
-187
| -9% | -$29K | 0.13% | 165 |
|
|
2021
Q3 | $343K | Buy |
2,027
+63
| +3% | +$10.7K | 0.16% | 142 |
|
|
2021
Q2 | $345K | Buy |
1,964
+145
| +8% | +$25.5K | 0.19% | 144 |
|
|
2021
Q1 | $336K | Buy |
1,819
+226
| +14% | +$41.7K | 0.19% | 125 |
|
|
2020
Q4 | $289K | Buy |
+1,593
| New | +$289K | 0.2% | 116 |
|
|
2020
Q1 | – | Sell |
-1,173
| Closed | -$170K | – | 209 |
|
|
2019
Q4 | $170K | Buy |
+1,173
| New | +$170K | 0.13% | 136 |
|