Waypoint Wealth Counsel’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 | $290K | Sell |
2,336
-332
| -12% | -$41.2K | 0.14% | 120 |
|
|
2025
Q1 | $263K | Buy |
2,668
+302
| +13% | +$29.8K | 0.17% | 85 |
|
|
2024
Q4 | $263K | Sell |
2,366
-121
| -5% | -$13.5K | 0.17% | 81 |
|
|
2024
Q3 | $239K | Sell |
2,487
-107
| -4% | -$10.3K | 0.16% | 85 |
|
|
2024
Q2 | $258K | Buy |
2,594
+75
| +3% | +$7.45K | 0.2% | 72 |
|
|
2024
Q1 | $308K | Sell |
2,519
-500
| -17% | -$61.2K | 0.24% | 71 |
|
|
2023
Q4 | $273K | Sell |
3,019
-740
| -20% | -$66.8K | 0.23% | 76 |
|
|
2023
Q3 | $305K | Sell |
3,759
-662
| -15% | -$53.7K | 0.29% | 56 |
|
|
2023
Q2 | $395K | Sell |
4,421
-1,173
| -21% | -$105K | 0.35% | 50 |
|
|
2023
Q1 | $560K | Sell |
5,594
-246
| -4% | -$24.6K | 0.43% | 46 |
|
|
2022
Q4 | $507K | Buy |
+5,840
| New | +$507K | 0.41% | 50 |
|