Tradition 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 | $314K | Sell |
2,533
-13
| -0.5% | -$1.61K | 0.03% | 342 |
|
|
2025
Q1 | $251K | Buy |
+2,546
| New | +$251K | 0.02% | 372 |
|
|
2024
Q2 | – | Sell |
-1,816
| Closed | -$222K | – | 410 |
|
|
2024
Q1 | $222K | Sell |
1,816
-30
| -2% | -$3.67K | 0.02% | 353 |
|
|
2023
Q4 | $167K | Sell |
1,846
-155
| -8% | -$14K | 0.02% | 348 |
|
|
2023
Q3 | $162K | Sell |
2,001
-474
| -19% | -$38.4K | 0.02% | 335 |
|
|
2023
Q2 | $221K | Sell |
2,475
-4
| -0.2% | -$357 | 0.03% | 294 |
|
|
2023
Q1 | $248K | Buy |
2,479
+188
| +8% | +$18.8K | 0.03% | 269 |
|
|
2022
Q4 | $199K | Sell |
2,291
-726
| -24% | -$63.1K | 0.03% | 264 |
|
|
2022
Q3 | $285K | Buy |
3,017
+114
| +4% | +$10.8K | 0.04% | 215 |
|
|
2022
Q2 | $274K | Sell |
2,903
-1,125
| -28% | -$106K | 0.04% | 230 |
|
|
2022
Q1 | $552K | Buy |
4,028
+380
| +10% | +$52.1K | 0.07% | 179 |
|
|
2021
Q4 | $565K | Sell |
3,648
-19
| -0.5% | -$2.94K | 0.07% | 171 |
|
|
2021
Q3 | $620K | Sell |
3,667
-58
| -2% | -$9.81K | 0.09% | 154 |
|
|
2021
Q2 | $655K | Buy |
3,725
+126
| +4% | +$22.2K | 0.1% | 156 |
|
|
2021
Q1 | $664K | Buy |
3,599
+98
| +3% | +$18.1K | 0.11% | 140 |
|
|
2020
Q4 | $634K | Buy |
+3,501
| New | +$634K | 0.12% | 124 |
|