Wealth 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
Q1 | – | Sell |
-2,008
| Closed | -$224K | – | 159 |
|
|
2024
Q4 | $224K | Buy |
+2,008
| New | +$224K | 0.14% | 144 |
|
|
2024
Q3 | – | Sell |
-2,084
| Closed | -$207K | – | 157 |
|
|
2024
Q2 | $207K | Buy |
2,084
+180
| +9% | +$17.9K | 0.15% | 143 |
|
|
2024
Q1 | $233K | Buy |
+1,904
| New | +$233K | 0.18% | 129 |
|