Trust Company of the South’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 | $302K | Sell |
2,435
-600
| -20% | -$74.4K | 0.05% | 104 |
|
|
2025
Q1 | $300K | Buy |
3,035
+31
| +1% | +$3.06K | 0.06% | 98 |
|
|
2024
Q4 | $334K | Buy |
3,004
+13
| +0.4% | +$1.45K | 0.07% | 94 |
|
|
2024
Q3 | $288K | Hold |
2,991
| – | – | 0.06% | 108 |
|
|
2024
Q2 | $297K | Hold |
2,991
| – | – | 0.07% | 93 |
|
|
2024
Q1 | $366K | Sell |
2,991
-10
| -0.3% | -$1.22K | 0.08% | 82 |
|
|
2023
Q4 | $271K | Buy |
+3,001
| New | +$271K | 0.07% | 92 |
|