Valued 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 | $17.8K | Sell |
144
-34
| -19% | -$4.21K | 0.01% | 154 |
|
|
2025
Q1 | $17.5K | Buy |
178
+1
| +0.6% | +$99 | 0.01% | 163 |
|
|
2024
Q4 | $19.8K | Buy |
177
+25
| +16% | +$2.8K | 0.01% | 162 |
|
|
2024
Q3 | $14.7K | Sell |
152
-41
| -21% | -$3.95K | 0.01% | 181 |
|
|
2024
Q2 | $19.2K | Buy |
193
+31
| +19% | +$3.08K | 0.01% | 138 |
|
|
2024
Q1 | $19.9K | Buy |
162
+12
| +8% | +$1.47K | 0.01% | 127 |
|
|
2023
Q4 | $12.2K | Buy |
+150
| New | +$12.2K | 0.01% | 104 |
|