WealthBridge Investment Counsel’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 | $8.08M | Buy |
65,131
+320
| +0.5% | +$39.7K | 2.62% | 16 |
|
|
2025
Q1 | $6.4M | Buy |
64,811
+425
| +0.7% | +$41.9K | 2.33% | 22 |
|
|
2024
Q4 | $7.17M | Sell |
64,386
-100
| -0.2% | -$11.1K | 2.63% | 18 |
|
|
2024
Q3 | $6.2M | Buy |
64,486
+300
| +0.5% | +$28.9K | 2.2% | 25 |
|
|
2024
Q2 | $6.37M | Buy |
64,186
+1,575
| +3% | +$156K | 2.44% | 19 |
|
|
2024
Q1 | $7.66M | Sell |
62,611
-550
| -0.9% | -$67.3K | 2.84% | 14 |
|
|
2023
Q4 | $5.7M | Sell |
63,161
-100
| -0.2% | -$9.03K | 2.28% | 22 |
|
|
2023
Q3 | $5.13M | Buy |
63,261
+525
| +0.8% | +$42.5K | 2.24% | 25 |
|
|
2023
Q2 | $5.6M | Buy |
62,736
+2,025
| +3% | +$181K | 2.36% | 21 |
|
|
2023
Q1 | $6.08M | Sell |
60,711
-1,760
| -3% | -$176K | 2.69% | 18 |
|
|
2022
Q4 | $5.43M | Buy |
62,471
+3,235
| +5% | +$281K | 2.37% | 22 |
|
|
2022
Q3 | $5.59M | Buy |
59,236
+1,865
| +3% | +$176K | 2.94% | 16 |
|
|
2022
Q2 | $5.42M | Buy |
57,371
+2,300
| +4% | +$217K | 2.75% | 19 |
|
|
2022
Q1 | $7.55M | Buy |
55,071
+2,205
| +4% | +$302K | 3.33% | 10 |
|
|
2021
Q4 | $8.19M | Buy |
52,866
+185
| +0.4% | +$28.7K | 3.47% | 9 |
|
|
2021
Q3 | $8.91M | Sell |
52,681
-1,786
| -3% | -$302K | 4% | 8 |
|
|
2021
Q2 | $9.57M | Buy |
54,467
+1,045
| +2% | +$184K | 4.24% | 7 |
|
|
2021
Q1 | $9.86M | Sell |
53,422
-600
| -1% | -$111K | 4.82% | 4 |
|
|
2020
Q4 | $9.79M | Hold |
54,022
| – | – | 5.12% | 4 |
|
|
2020
Q3 | $6.7M | Buy |
54,022
+275
| +0.5% | +$34.1K | 4.08% | 6 |
|
|
2020
Q2 | $5.99M | Buy |
53,747
+470
| +0.9% | +$52.4K | 3.98% | 7 |
|
|
2020
Q1 | $5.15M | Sell |
53,277
-645
| -1% | -$62.3K | 4.37% | 8 |
|
|
2019
Q4 | $7.8M | Buy |
+53,922
| New | +$7.8M | 4.42% | 5 |
|