WealthShield 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 | $301K | Buy |
2,428
+390
| +19% | +$48.4K | 0.04% | 278 |
|
|
2025
Q1 | $201K | Buy |
2,038
+136
| +7% | +$13.4K | 0.03% | 317 |
|
|
2024
Q4 | $212K | Buy |
+1,902
| New | +$212K | 0.03% | 274 |
|
|
2024
Q3 | – | Sell |
-2,174
| Closed | -$216K | – | 486 |
|
|
2024
Q2 | $216K | Buy |
+2,174
| New | +$216K | 0.03% | 269 |
|
|
2024
Q1 | – | Sell |
-2,539
| Closed | -$230K | – | 490 |
|
|
2023
Q4 | $230K | Buy |
+2,539
| New | +$230K | 0.04% | 265 |
|
|
2023
Q3 | – | Sell |
-3,205
| Closed | -$286K | – | 485 |
|
|
2023
Q2 | $286K | Buy |
3,205
+97
| +3% | +$8.66K | 0.04% | 257 |
|
|
2023
Q1 | $311K | Buy |
3,108
+802
| +35% | +$80.3K | 0.05% | 249 |
|
|
2022
Q4 | $200K | Sell |
2,306
-438
| -16% | -$38.1K | 0.04% | 284 |
|
|
2022
Q3 | $259K | Sell |
2,744
-163
| -6% | -$15.4K | 0.05% | 260 |
|
|
2022
Q2 | $274K | Sell |
2,907
-406
| -12% | -$38.3K | 0.05% | 255 |
|
|
2022
Q1 | $454K | Sell |
3,313
-4,868
| -60% | -$667K | 0.07% | 243 |
|
|
2021
Q4 | $1.27M | Buy |
8,181
+5,334
| +187% | +$826K | 0.21% | 104 |
|
|
2021
Q3 | $482K | Sell |
2,847
-2,844
| -50% | -$481K | 0.13% | 149 |
|
|
2021
Q2 | $1M | Buy |
5,691
+51
| +0.9% | +$8.96K | 0.16% | 102 |
|
|
2021
Q1 | $1.04M | Sell |
5,640
-1,170
| -17% | -$216K | 0.19% | 98 |
|
|
2020
Q4 | $1.23M | Buy |
6,810
+624
| +10% | +$113K | 0.23% | 90 |
|
|
2020
Q3 | $768K | Buy |
6,186
+143
| +2% | +$17.8K | 0.27% | 82 |
|
|
2020
Q2 | $674K | Buy |
+6,043
| New | +$674K | 0.31% | 74 |
|
|
2020
Q1 | – | Sell |
-1,488
| Closed | -$215K | – | 280 |
|
|
2019
Q4 | $215K | Buy |
+1,488
| New | +$215K | 0.1% | 171 |
|