Wescott Financial Advisory Group’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 | $1M | Buy |
8,064
+95
| +1% | +$11.8K | 0.1% | 89 |
|
|
2025
Q1 | $787K | Sell |
7,969
-180
| -2% | -$17.8K | 0.08% | 90 |
|
|
2024
Q4 | $907K | Buy |
8,149
+454
| +6% | +$50.6K | 0.09% | 88 |
|
|
2024
Q3 | $740K | Sell |
7,695
-39
| -0.5% | -$3.75K | 0.08% | 96 |
|
|
2024
Q2 | $768K | Buy |
7,734
+116
| +2% | +$11.5K | 0.09% | 91 |
|
|
2024
Q1 | $932K | Buy |
7,618
+4,403
| +137% | +$539K | 0.12% | 76 |
|
|
2023
Q4 | $290K | Sell |
3,215
-104
| -3% | -$9.39K | 0.04% | 134 |
|
|
2023
Q3 | $269K | Sell |
3,319
-520
| -14% | -$42.1K | 0.05% | 133 |
|
|
2023
Q2 | $343K | Buy |
3,839
+1,220
| +47% | +$109K | 0.06% | 122 |
|
|
2023
Q1 | $262K | Sell |
2,619
-207
| -7% | -$20.7K | 0.06% | 131 |
|
|
2022
Q4 | $246K | Sell |
2,826
-95
| -3% | -$8.25K | 0.05% | 133 |
|
|
2022
Q3 | $276K | Buy |
2,921
+106
| +4% | +$10K | 0.08% | 118 |
|
|
2022
Q2 | $266K | Sell |
2,815
-56
| -2% | -$5.29K | 0.07% | 113 |
|
|
2022
Q1 | $394K | Sell |
2,871
-25
| -0.9% | -$3.43K | 0.1% | 92 |
|
|
2021
Q4 | $449K | Sell |
2,896
-167
| -5% | -$25.9K | 0.23% | 43 |
|
|
2021
Q3 | $518K | Buy |
3,063
+144
| +5% | +$24.4K | 0.29% | 39 |
|
|
2021
Q2 | $523K | Sell |
2,919
-415
| -12% | -$74.4K | 0.31% | 37 |
|
|
2021
Q1 | $615K | Buy |
3,334
+426
| +15% | +$78.6K | 0.4% | 28 |
|
|
2020
Q4 | $527K | Buy |
+2,908
| New | +$527K | 0.37% | 27 |
|