True Wealth Design’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 | $138K | Buy |
1,109
+94
| +9% | +$11.7K | 0.05% | 75 |
|
|
2025
Q1 | $100K | Buy |
1,015
+77
| +8% | +$7.6K | 0.04% | 89 |
|
|
2024
Q4 | $104K | Sell |
938
-8
| -0.8% | -$891 | 0.04% | 71 |
|
|
2024
Q3 | $91K | Sell |
946
-295
| -24% | -$28.4K | 0.04% | 69 |
|
|
2024
Q2 | $123K | Sell |
1,241
-328
| -21% | -$32.6K | 0.03% | 132 |
|
|
2024
Q1 | $192K | Sell |
1,569
-269
| -15% | -$32.9K | 0.05% | 119 |
|
|
2023
Q4 | $166K | Sell |
1,838
-53
| -3% | -$4.79K | 0.05% | 117 |
|
|
2023
Q3 | $153K | Hold |
1,891
| – | – | 0.05% | 118 |
|
|
2023
Q2 | $169K | Sell |
1,891
-442
| -19% | -$39.5K | 0.06% | 115 |
|
|
2023
Q1 | $234K | Buy |
2,333
+17
| +0.7% | +$1.7K | 0.1% | 117 |
|
|
2022
Q4 | $201K | Buy |
+2,316
| New | +$201K | 0.09% | 110 |
|