WealthPLAN 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 | $232K | Buy |
+1,871
| New | +$232K | 0.04% | 237 |
|
|
2024
Q4 | – | Sell |
-3,629
| Closed | -$349K | – | 245 |
|
|
2024
Q3 | $349K | Sell |
3,629
-271
| -7% | -$26.1K | 0.05% | 219 |
|
|
2024
Q2 | $387K | Sell |
3,900
-464
| -11% | -$46.1K | 0.04% | 230 |
|
|
2024
Q1 | $534K | Sell |
4,364
-3,002
| -41% | -$367K | 0.06% | 198 |
|
|
2023
Q4 | $665K | Buy |
7,366
+2,243
| +44% | +$203K | 0.07% | 185 |
|
|
2023
Q3 | $415K | Buy |
5,123
+647
| +14% | +$52.4K | 0.05% | 228 |
|
|
2023
Q2 | $400K | Sell |
4,476
-785
| -15% | -$70.1K | 0.06% | 215 |
|
|
2023
Q1 | $527K | Sell |
5,261
-496
| -9% | -$49.7K | 0.06% | 188 |
|
|
2022
Q4 | $620K | Buy |
+5,757
| New | +$620K | 0.04% | 226 |
|
|
2022
Q1 | $734K | Sell |
6,577
-2,811
| -30% | -$314K | 0.05% | 203 |
|
|
2021
Q4 | $1.34M | Sell |
9,388
-17
| -0.2% | -$2.43K | 0.09% | 145 |
|
|
2021
Q3 | $1.42M | Sell |
9,405
-8
| -0.1% | -$1.21K | 0.09% | 139 |
|
|
2021
Q2 | $1.68M | Buy |
9,413
+221
| +2% | +$39.3K | 0.12% | 120 |
|
|
2021
Q1 | $1.69M | Buy |
9,192
+186
| +2% | +$34.3K | 0.13% | 113 |
|
|
2020
Q4 | $1.62M | Sell |
9,006
-138
| -2% | -$24.9K | 0.14% | 108 |
|
|
2020
Q3 | $1.24M | Sell |
9,144
-623
| -6% | -$84.4K | 0.12% | 112 |
|
|
2020
Q2 | $1.28M | Buy |
9,767
+874
| +10% | +$114K | 0.13% | 102 |
|
|
2020
Q1 | $942K | Sell |
8,893
-25,812
| -74% | -$2.73M | 0.12% | 112 |
|
|
2019
Q4 | $4.92M | Buy |
34,705
+10,206
| +42% | +$1.45M | 0.58% | 55 |
|
|
2019
Q3 | $3.64M | Buy |
24,499
+18,523
| +310% | +$2.75M | 0.5% | 58 |
|
|
2019
Q2 | $819K | Sell |
5,976
-1,064
| -15% | -$146K | 0.12% | 116 |
|
|
2019
Q1 | $948K | Buy |
7,040
+1,250
| +22% | +$168K | 0.15% | 109 |
|
|
2018
Q4 | $652K | Sell |
5,790
-323
| -5% | -$36.4K | 0.1% | 130 |
|
|
2018
Q3 | $684K | Sell |
6,113
-374
| -6% | -$41.8K | 0.12% | 120 |
|
|
2018
Q2 | $680K | Buy |
6,487
+200
| +3% | +$21K | 0.14% | 119 |
|
|
2018
Q1 | $632K | Buy |
6,287
+1,301
| +26% | +$131K | 0.14% | 122 |
|
|
2017
Q4 | $536K | Buy |
4,986
+598
| +14% | +$64.3K | 0.14% | 121 |
|
|
2017
Q3 | $433K | Sell |
4,388
-101
| -2% | -$9.97K | 0.12% | 124 |
|
|
2017
Q2 | $477K | Buy |
4,489
+2,957
| +193% | +$314K | 0.14% | 109 |
|
|
2017
Q1 | $173K | Buy |
+1,532
| New | +$173K | 0.6% | 36 |
|
|
2016
Q3 | $602K | Sell |
6,507
-2,695
| -29% | -$250K | 0.2% | 73 |
|
|
2016
Q2 | $621K | Buy |
+9,202
| New | +$621K | 0.08% | 164 |
|
|
2015
Q4 | $498K | Buy |
+13,563
| New | +$498K | 0.08% | 157 |
|
|
2015
Q2 | $139K | Buy |
1,215
+83
| +7% | +$9.5K | 0.06% | 106 |
|
|
2015
Q1 | $116K | Buy |
+1,132
| New | +$116K | 0.05% | 160 |
|