Tyler-Stone 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 | $373K | Buy |
3,011
+25
| +0.8% | +$3.1K | 0.06% | 228 |
|
|
2025
Q1 | $295K | Sell |
2,986
-218
| -7% | -$21.5K | 0.05% | 260 |
|
|
2024
Q4 | $357K | Buy |
3,204
+41
| +1% | +$4.57K | 0.06% | 231 |
|
|
2024
Q3 | $304K | Buy |
3,163
+1,506
| +91% | +$145K | 0.06% | 244 |
|
|
2024
Q2 | $165K | Sell |
1,657
-320
| -16% | -$31.8K | 0.07% | 217 |
|
|
2024
Q1 | $242K | Sell |
1,977
-788
| -28% | -$96.4K | 0.11% | 171 |
|
|
2023
Q4 | $250K | Sell |
2,765
-270
| -9% | -$24.4K | 0.13% | 157 |
|
|
2023
Q3 | $246K | Sell |
3,035
-292
| -9% | -$23.7K | 0.14% | 134 |
|
|
2023
Q2 | $297K | Buy |
+3,327
| New | +$297K | 0.17% | 117 |
|
|
2022
Q4 | $361K | Sell |
4,151
-103
| -2% | -$8.96K | 0.25% | 86 |
|
|
2022
Q3 | $401K | Sell |
4,254
-145
| -3% | -$13.7K | 0.31% | 67 |
|
|
2022
Q2 | $415K | Sell |
4,399
-147
| -3% | -$13.9K | 0.28% | 74 |
|
|
2022
Q1 | $623K | Buy |
4,546
+165
| +4% | +$22.6K | 0.34% | 66 |
|
|
2021
Q4 | $679K | Buy |
+4,381
| New | +$679K | 0.36% | 56 |
|