West Wealth 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 | $890K | Sell |
7,723
-1,288
| -14% | -$148K | 0.22% | 37 |
|
|
2025
Q1 | $880K | Buy |
9,011
+5,601
| +164% | +$547K | 0.26% | 33 |
|
|
2024
Q4 | $380K | Buy |
+3,410
| New | +$380K | 0.11% | 59 |
|
|
2024
Q3 | – | Sell |
-2,368
| Closed | -$235K | – | 86 |
|
|
2024
Q2 | $235K | Buy |
2,368
+81
| +4% | +$8.04K | 0.08% | 78 |
|
|
2024
Q1 | $280K | Sell |
2,287
-74
| -3% | -$9.05K | 0.1% | 64 |
|
|
2023
Q4 | $213K | Sell |
2,361
-848
| -26% | -$76.6K | 0.08% | 78 |
|
|
2023
Q3 | $260K | Sell |
3,209
-155
| -5% | -$12.6K | 0.11% | 61 |
|
|
2023
Q2 | $300K | Sell |
3,364
-98
| -3% | -$8.75K | 0.13% | 51 |
|
|
2023
Q1 | $347K | Sell |
3,462
-96
| -3% | -$9.61K | 0.16% | 45 |
|
|
2022
Q4 | $309K | Sell |
3,558
-23
| -0.6% | -$2K | 0.15% | 48 |
|
|
2022
Q3 | $337K | Buy |
3,581
+180
| +5% | +$16.9K | 0.17% | 44 |
|
|
2022
Q2 | $321K | Buy |
3,401
+27
| +0.8% | +$2.55K | 0.15% | 45 |
|
|
2022
Q1 | $462K | Buy |
3,374
+214
| +7% | +$29.3K | 0.18% | 35 |
|
|
2021
Q4 | $489K | Buy |
+3,160
| New | +$489K | 0.18% | 32 |
|