WBC
West Branch Capital’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
1,062
+1,042
| +5,210% | +$129K | 0.04% | 98 |
|
|
2025
Q1 | $1.96K | Sell |
20
-646
| -97% | -$63.3K | ﹤0.01% | 399 |
|
|
2024
Q4 | $74.1K | Buy |
666
+662
| +16,550% | +$73.7K | 0.02% | 135 |
|
|
2024
Q3 | $370 | Sell |
4
-1,851
| -100% | -$171K | ﹤0.01% | 431 |
|
|
2024
Q2 | $184K | Buy |
1,855
+651
| +54% | +$64.6K | 0.07% | 86 |
|
|
2024
Q1 | $147K | Buy |
1,204
+1,001
| +493% | +$123K | 0.06% | 98 |
|
|
2023
Q4 | $18.4K | Sell |
203
-13,556
| -99% | -$1.23M | 0.01% | 229 |
|
|
2023
Q3 | $1.12M | Sell |
13,759
-521
| -4% | -$42.2K | 0.59% | 34 |
|
|
2023
Q2 | $1.27M | Buy |
14,280
+395
| +3% | +$35.3K | 0.64% | 32 |
|
|
2023
Q1 | $1.39M | Sell |
13,885
-755
| -5% | -$75.6K | 0.77% | 30 |
|
|
2022
Q4 | $1.27M | Sell |
14,640
-1,707
| -10% | -$148K | 0.79% | 31 |
|
|
2022
Q3 | $1.54M | Buy |
16,347
+352
| +2% | +$33.2K | 0.96% | 25 |
|
|
2022
Q2 | $1.51M | Buy |
15,995
+97
| +0.6% | +$9.16K | 0.87% | 30 |
|
|
2022
Q1 | $2.18M | Sell |
15,898
-318
| -2% | -$43.6K | 1.04% | 23 |
|
|
2021
Q4 | $2.51M | Buy |
16,216
+273
| +2% | +$42.3K | 1.07% | 25 |
|
|
2021
Q3 | $2.7M | Sell |
15,943
-207
| -1% | -$35K | 1.3% | 21 |
|
|
2021
Q2 | $2.84M | Buy |
16,150
+394
| +3% | +$69.3K | 1.4% | 21 |
|
|
2021
Q1 | $2.91M | Sell |
15,756
-481
| -3% | -$88.7K | 1.7% | 17 |
|
|
2020
Q4 | $2.94M | Buy |
16,237
+159
| +1% | +$28.8K | 1.74% | 15 |
|
|
2020
Q3 | $2M | Buy |
16,078
+141
| +0.9% | +$17.5K | 1.27% | 24 |
|
|
2020
Q2 | $1.78M | Buy |
15,937
+5,945
| +59% | +$663K | 1.25% | 23 |
|
|
2020
Q1 | $965K | Sell |
9,992
-3,968
| -28% | -$383K | 0.92% | 32 |
|
|
2019
Q4 | $2.02M | Buy |
13,960
+3,113
| +29% | +$450K | 1.41% | 24 |
|
|
2019
Q3 | $1.41M | Sell |
10,847
-524
| -5% | -$68.3K | 1.05% | 30 |
|
|
2019
Q2 | $1.59M | Sell |
11,371
-208
| -2% | -$29K | 1.31% | 23 |
|
|
2019
Q1 | $1.29M | Buy |
11,579
+940
| +9% | +$104K | 1.15% | 27 |
|
|
2018
Q4 | $1.17M | Sell |
10,639
-93
| -0.9% | -$10.2K | 1.23% | 27 |
|
|
2018
Q3 | $1.26M | Buy |
10,732
+119
| +1% | +$13.9K | 0.93% | 35 |
|
|
2018
Q2 | $1.11M | Buy |
10,613
+8,378
| +375% | +$878K | 0.88% | 38 |
|
|
2018
Q1 | $224K | Buy |
+2,235
| New | +$224K | 0.25% | 69 |
|