Twin Peaks Wealth 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 | $249K | Buy |
+2,188
| New | +$249K | 0.08% | 139 |
|
|
2025
Q1 | – | Sell |
-2,481
| Closed | -$276K | – | 142 |
|
|
2024
Q4 | $276K | Buy |
2,481
+82
| +3% | +$9.13K | 0.12% | 113 |
|
|
2024
Q3 | $231K | Buy |
2,399
+31
| +1% | +$2.98K | 0.11% | 119 |
|
|
2024
Q2 | $235K | Sell |
2,368
-319
| -12% | -$31.7K | 0.12% | 115 |
|
|
2024
Q1 | $329K | Buy |
2,687
+169
| +7% | +$20.7K | 0.18% | 94 |
|
|
2023
Q4 | $227K | Buy |
+2,518
| New | +$227K | 0.15% | 110 |
|