Twin City Private Wealth’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 | $1.32M | Sell |
10,665
-625
| -6% | -$77.5K | 1.08% | 35 |
|
|
2025
Q1 | $1.11M | Buy |
11,290
+1,137
| +11% | +$112K | 0.98% | 39 |
|
|
2024
Q4 | $1.13M | Buy |
10,153
+1,578
| +18% | +$176K | 1% | 38 |
|
|
2024
Q3 | $825K | Buy |
8,575
+222
| +3% | +$21.4K | 0.71% | 56 |
|
|
2024
Q2 | $829K | Buy |
8,353
+1,019
| +14% | +$101K | 0.78% | 50 |
|
|
2024
Q1 | $897K | Buy |
+7,334
| New | +$897K | 0.88% | 44 |
|