TW
TritonPoint Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
15,698
+130
| +0.8% | +$16.2K | 0.18% | 118 |
|
|
2025
Q1 | $1.54M | Sell |
15,568
-588
| -4% | -$58K | 0.15% | 131 |
|
|
2024
Q4 | $1.81M | Sell |
16,156
-1,305
| -7% | -$146K | 0.16% | 120 |
|
|
2024
Q3 | $1.68M | Sell |
17,461
-2,674
| -13% | -$257K | 0.15% | 121 |
|
|
2024
Q2 | $2M | Sell |
20,135
-307
| -2% | -$30.5K | 0.19% | 111 |
|
|
2024
Q1 | $1.74M | Sell |
20,442
-412
| -2% | -$35.1K | 0.18% | 117 |
|
|
2023
Q4 | $1.89M | Buy |
+20,854
| New | +$1.89M | 0.18% | 116 |
|