Wealth Effects’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 | $332K | Sell |
2,675
-213
| -7% | -$26.4K | 0.12% | 136 |
|
|
2025
Q1 | $285K | Sell |
2,888
-1,114
| -28% | -$110K | 0.12% | 139 |
|
|
2024
Q4 | $446K | Buy |
4,002
+190
| +5% | +$21.2K | 0.16% | 115 |
|
|
2024
Q3 | $367K | Buy |
3,812
+150
| +4% | +$14.4K | 0.13% | 141 |
|
|
2024
Q2 | $364K | Sell |
3,662
-354
| -9% | -$35.1K | 0.13% | 126 |
|
|
2024
Q1 | $491K | Buy |
4,016
+185
| +5% | +$22.6K | 0.18% | 109 |
|
|
2023
Q4 | $346K | Sell |
3,831
-140
| -4% | -$12.6K | 0.13% | 141 |
|
|
2023
Q3 | $322K | Sell |
3,971
-741
| -16% | -$60.1K | 0.16% | 125 |
|
|
2023
Q2 | $421K | Sell |
4,712
-255
| -5% | -$22.8K | 0.19% | 114 |
|
|
2023
Q1 | $497K | Buy |
4,967
+95
| +2% | +$9.51K | 0.25% | 89 |
|
|
2022
Q4 | $423K | Sell |
4,872
-2,359
| -33% | -$205K | 0.24% | 99 |
|
|
2022
Q3 | $682K | Sell |
7,231
-420
| -5% | -$39.6K | 0.42% | 58 |
|
|
2022
Q2 | $722K | Sell |
7,651
-2,687
| -26% | -$254K | 0.43% | 58 |
|
|
2022
Q1 | $1.42M | Sell |
10,338
-227
| -2% | -$31.1K | 0.66% | 34 |
|
|
2021
Q4 | $1.64M | Buy |
+10,565
| New | +$1.64M | 0.68% | 33 |
|