Vance 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 | $782K | Sell |
6,306
-1,185
| -16% | -$147K | 0.26% | 59 |
|
|
2025
Q1 | $739K | Sell |
7,491
-37
| -0.5% | -$3.65K | 0.28% | 56 |
|
|
2024
Q4 | $838K | Sell |
7,528
-1,043
| -12% | -$116K | 0.32% | 45 |
|
|
2024
Q3 | $824K | Sell |
8,571
-66
| -0.8% | -$6.35K | 0.31% | 45 |
|
|
2024
Q2 | $858K | Sell |
8,637
-386
| -4% | -$38.3K | 0.35% | 41 |
|
|
2024
Q1 | $1.1M | Buy |
9,023
+65
| +0.7% | +$7.95K | 0.44% | 39 |
|
|
2023
Q4 | $809K | Sell |
8,958
-487
| -5% | -$44K | 0.35% | 40 |
|
|
2023
Q3 | $766K | Sell |
9,445
-438
| -4% | -$35.5K | 0.36% | 40 |
|
|
2023
Q2 | $882K | Buy |
9,883
+250
| +3% | +$22.3K | 0.4% | 38 |
|
|
2023
Q1 | $965K | Buy |
9,633
+803
| +9% | +$80.4K | 0.52% | 33 |
|
|
2022
Q4 | $767K | Buy |
8,830
+287
| +3% | +$24.9K | 0.48% | 33 |
|
|
2022
Q3 | $806K | Sell |
8,543
-19
| -0.2% | -$1.79K | 0.62% | 26 |
|
|
2022
Q2 | $808K | Sell |
8,562
-10
| -0.1% | -$944 | 0.62% | 26 |
|
|
2022
Q1 | $1.18M | Sell |
8,572
-175
| -2% | -$24K | 1.49% | 17 |
|
|
2021
Q4 | $1.36M | Buy |
+8,747
| New | +$1.36M | 1.33% | 9 |
|