Towerpoint Wealth’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 | $260K | Buy |
2,097
+15
| +0.7% | +$1.86K | 0.12% | 80 |
|
|
2025
Q1 | $206K | Buy |
2,082
+14
| +0.7% | +$1.38K | 0.1% | 81 |
|
|
2024
Q4 | $230K | Buy |
+2,068
| New | +$230K | 0.11% | 76 |
|
|
2024
Q3 | – | Sell |
-2,079
| Closed | -$206K | – | 86 |
|
|
2024
Q2 | $206K | Sell |
2,079
-212
| -9% | -$21K | 0.1% | 78 |
|
|
2024
Q1 | $280K | Buy |
2,291
+66
| +3% | +$8.08K | 0.14% | 66 |
|
|
2023
Q4 | $201K | Buy |
+2,225
| New | +$201K | 0.11% | 79 |
|
|
2023
Q2 | – | Sell |
-2,173
| Closed | -$218K | – | 84 |
|
|
2023
Q1 | $218K | Buy |
+2,173
| New | +$218K | 0.12% | 75 |
|
|
2022
Q2 | – | Sell |
-2,953
| Closed | -$405K | – | 89 |
|
|
2022
Q1 | $405K | Buy |
2,953
+47
| +2% | +$6.45K | 0.2% | 59 |
|
|
2021
Q4 | $450K | Buy |
2,906
+272
| +10% | +$42.1K | 0.21% | 53 |
|
|
2021
Q3 | $446K | Sell |
2,634
-30
| -1% | -$5.08K | 0.22% | 49 |
|
|
2021
Q2 | $468K | Buy |
2,664
+30
| +1% | +$5.27K | 0.23% | 49 |
|
|
2021
Q1 | $486K | Sell |
2,634
-128
| -5% | -$23.6K | 0.23% | 46 |
|
|
2020
Q4 | $500K | Buy |
+2,762
| New | +$500K | 0.25% | 42 |
|