Wedmont Private Capital’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 | $1.9M | Sell |
15,764
-1,319
| -8% | -$159K | 0.08% | 151 |
|
|
2025
Q1 | $1.45M | Sell |
17,083
-712
| -4% | -$60.4K | 0.07% | 163 |
|
|
2024
Q4 | $1.93M | Buy |
17,795
+1,506
| +9% | +$164K | 0.1% | 115 |
|
|
2024
Q3 | $1.5M | Buy |
16,289
+693
| +4% | +$64K | 0.09% | 142 |
|
|
2024
Q2 | $1.51M | Buy |
15,596
+2,435
| +19% | +$237K | 0.1% | 131 |
|
|
2024
Q1 | $1.55M | Buy |
13,161
+830
| +7% | +$97.9K | 0.11% | 113 |
|
|
2023
Q4 | $1.13M | Buy |
12,331
+3,476
| +39% | +$318K | 0.09% | 142 |
|
|
2023
Q3 | $750K | Buy |
8,855
+2,242
| +34% | +$190K | 0.08% | 174 |
|
|
2023
Q2 | $586K | Sell |
6,613
-1,954
| -23% | -$173K | 0.06% | 216 |
|
|
2023
Q1 | $864K | Buy |
8,567
+3,622
| +73% | +$365K | 0.11% | 131 |
|
|
2022
Q4 | $464K | Sell |
4,945
-5,890
| -54% | -$553K | 0.07% | 215 |
|
|
2022
Q3 | $1.02M | Buy |
10,835
+4,104
| +61% | +$387K | 0.21% | 77 |
|
|
2022
Q2 | $635K | Sell |
6,731
-974
| -13% | -$91.9K | 0.14% | 115 |
|
|
2022
Q1 | $1.07M | Buy |
7,705
+1,394
| +22% | +$193K | 0.24% | 71 |
|
|
2021
Q4 | $981K | Buy |
+6,311
| New | +$981K | 0.3% | 61 |
|