TruWealth Advisors’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 | $246K | Buy |
+1,983
| New | +$246K | 0.01% | 157 |
|
|
2025
Q1 | – | Sell |
-1,871
| Closed | -$208K | – | 162 |
|
|
2024
Q4 | $208K | Buy |
+1,871
| New | +$208K | 0.01% | 158 |
|
|
2024
Q2 | – | Sell |
-2,997
| Closed | -$367K | – | 163 |
|
|
2024
Q1 | $367K | Buy |
+2,997
| New | +$367K | 0.03% | 119 |
|
|
2023
Q3 | – | Sell |
-2,587
| Closed | -$231K | – | 151 |
|
|
2023
Q2 | $231K | Sell |
2,587
-384
| -13% | -$34.3K | 0.02% | 138 |
|
|
2023
Q1 | $297K | Sell |
2,971
-284
| -9% | -$28.4K | 0.03% | 117 |
|
|
2022
Q4 | $283K | Sell |
3,255
-662
| -17% | -$57.5K | 0.03% | 115 |
|
|
2022
Q3 | $369K | Sell |
3,917
-894
| -19% | -$84.2K | 0.04% | 92 |
|
|
2022
Q2 | $454K | Buy |
4,811
+1,763
| +58% | +$166K | 0.05% | 82 |
|
|
2022
Q1 | $418K | Sell |
3,048
-605
| -17% | -$83K | 0.04% | 79 |
|
|
2021
Q4 | $566K | Sell |
3,653
-570
| -13% | -$88.3K | 0.06% | 74 |
|
|
2021
Q3 | $714K | Buy |
4,223
+20
| +0.5% | +$3.38K | 0.08% | 66 |
|
|
2021
Q2 | $739K | Sell |
4,203
-28
| -0.7% | -$4.92K | 0.09% | 64 |
|
|
2021
Q1 | $781K | Sell |
4,231
-5
| -0.1% | -$923 | 0.11% | 60 |
|
|
2020
Q4 | $767K | Buy |
+4,236
| New | +$767K | 0.11% | 60 |
|