WealthPlan Investment 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
Q2 | $304K | Buy |
+2,454
| New | +$304K | 0.02% | 290 |
|
|
2024
Q1 | – | Sell |
-2,796
| Closed | -$252K | – | 188 |
|
|
2023
Q4 | $252K | Buy |
+2,796
| New | +$252K | 0.04% | 169 |
|
|
2023
Q3 | – | Sell |
-102
| Closed | -$9.12K | – | 207 |
|
|
2023
Q2 | $9.12K | Sell |
102
-296
| -74% | -$26.5K | ﹤0.01% | 280 |
|
|
2023
Q1 | $39.9K | Sell |
398
-5,359
| -93% | -$537K | 0.01% | 263 |
|
|
2022
Q4 | $620K | Buy |
5,757
+841
| +17% | +$90.5K | 0.04% | 226 |
|
|
2022
Q3 | $453K | Buy |
+4,916
| New | +$453K | 0.03% | 252 |
|
|
2022
Q1 | $734K | Buy |
+6,577
| New | +$734K | 0.05% | 203 |
|