Waterfront 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 | $434K | Buy |
3,501
+12
| +0.3% | +$1.49K | 0.1% | 199 |
|
|
2025
Q1 | $344K | Sell |
3,489
-105
| -3% | -$10.4K | 0.08% | 206 |
|
|
2024
Q4 | $400K | Sell |
3,594
-103
| -3% | -$11.5K | 0.1% | 197 |
|
|
2024
Q3 | $357K | Buy |
3,697
+63
| +2% | +$6.08K | 0.09% | 202 |
|
|
2024
Q2 | $361K | Sell |
3,634
-1,082
| -23% | -$107K | 0.1% | 189 |
|
|
2024
Q1 | $526K | Sell |
4,716
-291
| -6% | -$32.4K | 0.15% | 173 |
|
|
2023
Q4 | $452K | Sell |
5,007
-515
| -9% | -$46.5K | 0.13% | 172 |
|
|
2023
Q3 | $461K | Sell |
5,522
-311
| -5% | -$26K | 0.15% | 167 |
|
|
2023
Q2 | $502K | Sell |
5,833
-125
| -2% | -$10.8K | 0.15% | 170 |
|
|
2023
Q1 | $597K | Sell |
5,958
-584
| -9% | -$58.5K | 0.19% | 148 |
|
|
2022
Q4 | $717K | Sell |
6,542
-1,350
| -17% | -$148K | 0.25% | 128 |
|
|
2022
Q3 | $841K | Sell |
7,892
-2,141
| -21% | -$228K | 0.32% | 92 |
|
|
2022
Q2 | $947K | Sell |
10,033
-802
| -7% | -$75.7K | 0.38% | 73 |
|
|
2022
Q1 | $1.43M | Sell |
10,835
-55
| -0.5% | -$7.26K | 0.51% | 49 |
|
|
2021
Q4 | $1.69M | Buy |
10,890
+93
| +0.9% | +$14.4K | 0.67% | 37 |
|
|
2021
Q3 | $1.83M | Sell |
10,797
-50
| -0.5% | -$8.46K | 0.88% | 30 |
|
|
2021
Q2 | $1.91M | Sell |
10,847
-40
| -0.4% | -$7.03K | 0.9% | 29 |
|
|
2021
Q1 | $2.06M | Sell |
10,887
-23
| -0.2% | -$4.35K | 1.03% | 27 |
|
|
2020
Q4 | $1.98M | Buy |
+10,910
| New | +$1.98M | 1.4% | 19 |
|