WealthCare Investment 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 | $305K | Sell |
2,462
-4
| -0.2% | -$496 | 0.11% | 126 |
|
|
2025
Q1 | $207K | Buy |
2,466
+6
| +0.2% | +$504 | 0.09% | 146 |
|
|
2024
Q4 | $273K | Buy |
2,460
+97
| +4% | +$10.7K | 0.12% | 119 |
|
|
2024
Q3 | $218K | Sell |
2,363
-291
| -11% | -$26.9K | 0.1% | 133 |
|
|
2024
Q2 | $263K | Buy |
2,654
+92
| +4% | +$9.13K | 0.12% | 115 |
|
|
2024
Q1 | $313K | Buy |
+2,562
| New | +$313K | 0.15% | 101 |
|
|
2023
Q4 | – | Sell |
-2,648
| Closed | -$216K | – | 131 |
|
|
2023
Q3 | $216K | Buy |
2,648
+60
| +2% | +$4.9K | 0.13% | 115 |
|
|
2023
Q2 | $232K | Sell |
2,588
-103
| -4% | -$9.25K | 0.14% | 107 |
|
|
2023
Q1 | $269K | Buy |
+2,691
| New | +$269K | 0.16% | 102 |
|
|
2022
Q4 | – | Sell |
-2,732
| Closed | -$258K | – | 115 |
|
|
2022
Q3 | $258K | Sell |
2,732
-112
| -4% | -$10.6K | 0.21% | 90 |
|
|
2022
Q2 | $268K | Buy |
2,844
+606
| +27% | +$57.1K | 0.23% | 87 |
|
|
2022
Q1 | $296K | Buy |
2,238
+266
| +13% | +$35.2K | 0.26% | 79 |
|
|
2021
Q4 | $305K | Buy |
+1,972
| New | +$305K | 0.3% | 76 |
|