Trueblood 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 | $439K | Buy |
3,539
+247
| +8% | +$30.6K | 0.18% | 157 |
|
|
2025
Q1 | $325K | Buy |
3,292
+18
| +0.5% | +$1.78K | 0.15% | 178 |
|
|
2024
Q4 | $365K | Sell |
3,274
-63
| -2% | -$7.02K | 0.18% | 164 |
|
|
2024
Q3 | $321K | Sell |
3,337
-5
| -0.1% | -$481 | 0.16% | 171 |
|
|
2024
Q2 | $332K | Sell |
3,342
-2
| -0.1% | -$199 | 0.19% | 150 |
|
|
2024
Q1 | $409K | Sell |
3,344
-49
| -1% | -$6K | 0.23% | 120 |
|
|
2023
Q4 | $306K | Buy |
+3,393
| New | +$306K | 0.19% | 146 |
|