Wealth Alliance’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 | $2.52M | Buy |
20,336
+1,421
| +8% | +$176K | 0.28% | 72 |
|
2025
Q1 | $1.87M | Buy |
18,915
+842
| +5% | +$83.1K | 0.23% | 85 |
|
2024
Q4 | $2.01M | Sell |
18,073
-1,391
| -7% | -$155K | 0.24% | 85 |
|
2024
Q3 | $1.87M | Sell |
19,464
-1,144
| -6% | -$110K | 0.22% | 91 |
|
2024
Q2 | $2.05M | Sell |
20,608
-288
| -1% | -$28.6K | 0.26% | 66 |
|
2024
Q1 | $2.56M | Buy |
20,896
+1,812
| +9% | +$222K | 0.34% | 56 |
|
2023
Q4 | $1.72M | Sell |
19,084
-999
| -5% | -$90.2K | 0.24% | 87 |
|
2023
Q3 | $1.63M | Buy |
20,083
+92
| +0.5% | +$7.46K | 0.26% | 82 |
|
2023
Q2 | $1.78M | Sell |
19,991
-2,945
| -13% | -$263K | 0.27% | 79 |
|
2023
Q1 | $2.3M | Buy |
22,936
+4,808
| +27% | +$481K | 0.37% | 50 |
|
2022
Q4 | $1.58M | Sell |
18,128
-7,265
| -29% | -$631K | 0.28% | 76 |
|
2022
Q3 | $2.4M | Buy |
25,393
+3,207
| +14% | +$302K | 0.47% | 31 |
|
2022
Q2 | $2.1M | Buy |
22,186
+10,796
| +95% | +$1.02M | 0.4% | 45 |
|
2022
Q1 | $1.56M | Buy |
11,390
+2,056
| +22% | +$282K | 0.32% | 63 |
|
2021
Q4 | $1.45M | Sell |
9,334
-3
| -0% | -$464 | 0.29% | 73 |
|
2021
Q3 | $1.58M | Buy |
9,337
+151
| +2% | +$25.5K | 0.35% | 58 |
|
2021
Q2 | $1.62M | Buy |
9,186
+288
| +3% | +$50.6K | 0.38% | 55 |
|
2021
Q1 | $1.64M | Buy |
8,898
+1,042
| +13% | +$192K | 0.46% | 45 |
|
2020
Q4 | $1.42M | Sell |
7,856
-2,984
| -28% | -$541K | 0.42% | 51 |
|
2020
Q3 | $1.35M | Sell |
10,840
-426
| -4% | -$52.9K | 0.48% | 47 |
|
2020
Q2 | $1.26M | Buy |
11,266
+3,253
| +41% | +$363K | 0.5% | 43 |
|
2020
Q1 | $774K | Sell |
8,013
-3,445
| -30% | -$333K | 0.42% | 67 |
|
2019
Q4 | $1.66M | Buy |
+11,458
| New | +$1.66M | 1.18% | 31 |
|