Wellspring Financial Advisors’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 | $332K | Buy |
2,680
+122
| +5% | +$15.1K | 0.03% | 105 |
|
|
2025
Q1 | $252K | Sell |
2,558
-9
| -0.4% | -$888 | 0.03% | 110 |
|
|
2024
Q4 | $286K | Buy |
2,567
+276
| +12% | +$30.7K | 0.03% | 100 |
|
|
2024
Q3 | $220K | Sell |
2,291
-1,901
| -45% | -$183K | 0.03% | 144 |
|
|
2024
Q2 | $416K | Buy |
4,192
+120
| +3% | +$11.9K | 0.06% | 90 |
|
|
2024
Q1 | $498K | Sell |
4,072
-2,838
| -41% | -$347K | 0.08% | 71 |
|
|
2023
Q4 | $624K | Buy |
6,910
+64
| +0.9% | +$5.78K | 0.16% | 60 |
|
|
2023
Q3 | $555K | Buy |
6,846
+92
| +1% | +$7.46K | 0.16% | 60 |
|
|
2023
Q2 | $603K | Buy |
6,754
+3,210
| +91% | +$287K | 0.17% | 56 |
|
|
2023
Q1 | $355K | Sell |
3,544
-71
| -2% | -$7.11K | 0.11% | 76 |
|
|
2022
Q4 | $314K | Buy |
3,615
+291
| +9% | +$25.3K | 0.1% | 81 |
|
|
2022
Q3 | $314K | Sell |
3,324
-247
| -7% | -$23.3K | 0.12% | 63 |
|
|
2022
Q2 | $337K | Sell |
3,571
-844
| -19% | -$79.6K | 0.12% | 61 |
|
|
2022
Q1 | $606K | Sell |
4,415
-22
| -0.5% | -$3.02K | 0.18% | 49 |
|
|
2021
Q4 | $687K | Buy |
4,437
+122
| +3% | +$18.9K | 0.19% | 50 |
|
|
2021
Q3 | $730K | Sell |
4,315
-5
| -0.1% | -$846 | 0.22% | 47 |
|
|
2021
Q2 | $759K | Buy |
4,320
+294
| +7% | +$51.7K | 0.24% | 45 |
|
|
2021
Q1 | $389K | Sell |
4,026
-243
| -6% | -$23.5K | 0.19% | 50 |
|
|
2020
Q4 | $773K | Buy |
4,269
+131
| +3% | +$23.7K | 0.27% | 42 |
|
|
2020
Q3 | $513K | Buy |
4,138
+103
| +3% | +$12.8K | 0.2% | 49 |
|
|
2020
Q2 | $450K | Buy |
4,035
+9
| +0.2% | +$1K | 0.19% | 50 |
|
|
2020
Q1 | $389K | Buy |
+4,026
| New | +$389K | 0.19% | 50 |
|