Transcendent Capital Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,451
| Closed | -$162K | – | 163 |
|
|
2024
Q4 | $162K | Buy |
1,451
+700
| +93% | +$77.9K | 0.08% | 110 |
|
|
2024
Q3 | $72.2K | Sell |
751
-700
| -48% | -$67.3K | 0.04% | 171 |
|
|
2024
Q2 | $144K | Sell |
1,451
-6,461
| -82% | -$642K | 0.08% | 107 |
|
|
2024
Q1 | $968K | Buy |
7,912
+108
| +1% | +$13.2K | 0.56% | 46 |
|
|
2023
Q4 | $705K | Buy |
+7,804
| New | +$705K | 0.47% | 44 |
|