Western Pacific Wealth Management’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 | $62.8K | Hold |
507
| – | – | 0.06% | 123 |
|
|
2025
Q1 | $50K | Buy |
507
+3
| +0.6% | +$296 | 0.05% | 130 |
|
|
2024
Q4 | $56.1K | Sell |
504
-50
| -9% | -$5.57K | 0.05% | 138 |
|
|
2024
Q3 | $53.3K | Buy |
554
+2
| +0.4% | +$193 | 0.04% | 163 |
|
|
2024
Q2 | $54.8K | Sell |
552
-1,165
| -68% | -$116K | 0.04% | 136 |
|
|
2024
Q1 | $210K | Buy |
1,717
+2
| +0.1% | +$245 | 0.15% | 50 |
|
|
2023
Q4 | $155K | Hold |
1,715
| – | – | 0.11% | 58 |
|
|
2023
Q3 | $139K | Hold |
1,715
| – | – | 0.11% | 61 |
|
|
2023
Q2 | $153K | Hold |
1,715
| – | – | 0.12% | 50 |
|
|
2023
Q1 | $172K | Hold |
1,715
| – | – | 0.13% | 45 |
|
|
2022
Q4 | $149K | Buy |
1,715
+350
| +26% | +$30.4K | 0.12% | 49 |
|
|
2022
Q3 | $128K | Buy |
1,365
+200
| +17% | +$18.8K | 0.13% | 40 |
|
|
2022
Q2 | $109K | Hold |
1,165
| – | – | 0.11% | 44 |
|
|
2022
Q1 | $159K | Hold |
1,165
| – | – | 0.12% | 41 |
|
|
2021
Q4 | $180K | Buy |
+1,165
| New | +$180K | 0.12% | 43 |
|