Wealth Management Partners’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 | $206K | Buy |
+1,669
| New | +$206K | 0.07% | 131 |
|
|
2024
Q2 | – | Sell |
-2,229
| Closed | -$273K | – | 112 |
|
|
2024
Q1 | $273K | Sell |
2,229
-100
| -4% | -$12.2K | 0.14% | 97 |
|
|
2023
Q4 | $210K | Sell |
2,329
-586
| -20% | -$52.9K | 0.12% | 113 |
|
|
2023
Q3 | $236K | Sell |
2,915
-1,740
| -37% | -$141K | 0.15% | 100 |
|
|
2023
Q2 | $416K | Sell |
4,655
-1,124
| -19% | -$100K | 0.26% | 76 |
|
|
2023
Q1 | $579K | Sell |
5,779
-221
| -4% | -$22.1K | 0.4% | 55 |
|
|
2022
Q4 | $481K | Hold |
6,000
| – | – | 0.4% | 54 |
|
|
2022
Q3 | $554K | Hold |
6,000
| – | – | 0.49% | 50 |
|
|
2022
Q2 | $531K | Hold |
6,000
| – | – | 0.46% | 51 |
|
|
2022
Q1 | $815K | Hold |
6,000
| – | – | 0.58% | 39 |
|
|
2021
Q4 | $859K | Buy |
6,000
+476
| +9% | +$68.1K | 0.59% | 41 |
|
|
2021
Q3 | $934K | Sell |
5,524
-93
| -2% | -$15.7K | 0.69% | 37 |
|
|
2021
Q2 | $987K | Buy |
5,617
+124
| +2% | +$21.8K | 0.69% | 39 |
|
|
2021
Q1 | $1.03M | Buy |
5,493
+430
| +8% | +$80.6K | 0.77% | 39 |
|
|
2020
Q4 | $858K | Buy |
+5,063
| New | +$858K | 0.67% | 42 |
|