Triton 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 | $242K | Buy |
+1,982
| New | +$242K | 0.1% | 97 |
|
|
2024
Q4 | $218K | Sell |
2,203
-100
| -4% | -$9.88K | 0.11% | 87 |
|
|
2024
Q3 | $217K | Sell |
2,303
-50
| -2% | -$4.71K | 0.12% | 83 |
|
|
2024
Q2 | $214K | Hold |
2,353
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $267K | Buy |
+2,353
| New | +$267K | 0.19% | 61 |
|
|
2022
Q2 | – | Sell |
-3,710
| Closed | -$524K | – | 87 |
|
|
2022
Q1 | $524K | Hold |
3,710
| – | – | 0.27% | 45 |
|
|
2021
Q4 | $524K | Sell |
3,710
-521
| -12% | -$73.6K | 0.27% | 45 |
|
|
2021
Q3 | $719K | Hold |
4,231
| – | – | 0.34% | 41 |
|
|
2021
Q2 | $780K | Hold |
4,231
| – | – | 0.45% | 33 |
|
|
2021
Q1 | $797K | Sell |
4,231
-53
| -1% | -$9.98K | 0.54% | 29 |
|
|
2020
Q4 | $764K | Sell |
4,284
-233
| -5% | -$41.6K | 0.49% | 25 |
|
|
2020
Q3 | $556K | Sell |
4,517
-167
| -4% | -$20.6K | 0.47% | 33 |
|
|
2020
Q2 | $541K | Buy |
+4,684
| New | +$541K | 0.56% | 34 |
|