Trajan 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 | $10.7M | Buy |
85,912
+2,802
| +3% | +$347K | 0.52% | 49 |
|
|
2025
Q1 | $8.2M | Buy |
83,110
+179
| +0.2% | +$17.7K | 0.45% | 53 |
|
|
2024
Q4 | $9.23M | Buy |
82,931
+3,277
| +4% | +$365K | 0.51% | 50 |
|
|
2024
Q3 | $7.66M | Buy |
79,654
+41,371
| +108% | +$3.98M | 0.45% | 55 |
|
|
2024
Q2 | $3.8M | Buy |
38,283
+1,741
| +5% | +$173K | 0.24% | 89 |
|
|
2024
Q1 | $4.47M | Buy |
+36,542
| New | +$4.47M | 0.3% | 76 |
|