WealthBridge Capital Management’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 |
-1,978
| Closed | -$220K | – | 205 |
|
|
2024
Q4 | $220K | Buy |
+1,978
| New | +$220K | 0.06% | 188 |
|
|
2024
Q2 | – | Sell |
-2,051
| Closed | -$251K | – | 188 |
|
|
2024
Q1 | $251K | Buy |
+2,051
| New | +$251K | 0.08% | 151 |
|
|
2023
Q2 | – | Sell |
-3,855
| Closed | -$386K | – | 188 |
|
|
2023
Q1 | $386K | Hold |
3,855
| – | – | 0.15% | 115 |
|
|
2022
Q4 | $335K | Sell |
3,855
-303
| -7% | -$26.3K | 0.14% | 136 |
|
|
2022
Q3 | $393K | Hold |
4,158
| – | – | 0.17% | 118 |
|
|
2022
Q2 | $393K | Sell |
4,158
-928
| -18% | -$87.7K | 0.17% | 118 |
|
|
2022
Q1 | $698K | Buy |
5,086
+1,134
| +29% | +$156K | 0.26% | 82 |
|
|
2021
Q4 | $612K | Buy |
3,952
+58
| +1% | +$8.98K | 0.23% | 86 |
|
|
2021
Q3 | $659K | Buy |
3,894
+49
| +1% | +$8.29K | 0.25% | 79 |
|
|
2021
Q2 | $676K | Buy |
3,845
+6
| +0.2% | +$1.06K | 0.25% | 86 |
|
|
2021
Q1 | $708K | Sell |
3,839
-67
| -2% | -$12.4K | 0.29% | 77 |
|
|
2020
Q4 | $708K | Buy |
3,906
+493
| +14% | +$89.4K | 0.31% | 68 |
|
|
2020
Q3 | $424K | Sell |
3,413
-72
| -2% | -$8.95K | 0.22% | 82 |
|
|
2020
Q2 | $389K | Sell |
3,485
-243
| -7% | -$27.1K | 0.22% | 80 |
|
|
2020
Q1 | $360K | Buy |
3,728
+681
| +22% | +$65.8K | 0.25% | 78 |
|
|
2019
Q4 | $441K | Buy |
3,047
+555
| +22% | +$80.3K | 0.29% | 75 |
|
|
2019
Q3 | $325K | Buy |
2,492
+272
| +12% | +$35.5K | 0.23% | 85 |
|
|
2019
Q2 | $243K | Buy |
2,220
+69
| +3% | +$7.55K | 0.22% | 89 |
|
|
2019
Q1 | $287K | Sell |
2,151
-69
| -3% | -$9.21K | 0.18% | 89 |
|
|
2018
Q4 | $243K | Buy |
+2,220
| New | +$243K | 0.18% | 89 |
|