Wallace Advisory Group’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 | – | Sell |
-2,087
| Closed | -$232K | – | 177 |
|
|
2025
Q1 | $232K | Buy |
+2,087
| New | +$232K | 0.16% | 160 |
|
|
2024
Q1 | – | Sell |
-3,701
| Closed | -$300K | – | 179 |
|
|
2023
Q4 | $300K | Sell |
3,701
-2,510
| -40% | -$203K | 0.23% | 107 |
|
|
2023
Q3 | $555K | Buy |
6,211
+115
| +2% | +$10.3K | 0.4% | 56 |
|
|
2023
Q2 | $610K | Hold |
6,096
| – | – | 0.46% | 46 |
|
|
2023
Q1 | $610K | Buy |
6,096
+1,928
| +46% | +$193K | 0.46% | 46 |
|
|
2022
Q4 | $362K | Buy |
+4,168
| New | +$362K | 0.29% | 99 |
|