Vest Financial’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 | $2.24M | Buy |
18,094
+5,098
| +39% | +$632K | 0.03% | 258 |
|
2025
Q1 | $1.28M | Buy |
12,996
+5,507
| +74% | +$544K | 0.02% | 299 |
|
2024
Q4 | $834K | Buy |
7,489
+935
| +14% | +$104K | 0.01% | 241 |
|
2024
Q3 | $630K | Buy |
6,554
+4,374
| +201% | +$421K | 0.01% | 245 |
|
2024
Q2 | $216K | Sell |
2,180
-62
| -3% | -$6.16K | 0.01% | 253 |
|
2024
Q1 | $274K | Buy |
+2,242
| New | +$274K | 0.01% | 242 |
|