Western 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 | $1.88M | Buy |
15,186
+981
| +7% | +$122K | 0.11% | 173 |
|
|
2025
Q1 | $1.4M | Sell |
14,205
-2,679
| -16% | -$264K | 0.09% | 202 |
|
|
2024
Q4 | $1.88M | Sell |
16,884
-14,252
| -46% | -$1.59M | 0.12% | 154 |
|
|
2024
Q3 | $2.99M | Buy |
31,136
+15,203
| +95% | +$1.46M | 0.17% | 115 |
|
|
2024
Q2 | $1.58M | Buy |
15,933
+1,089
| +7% | +$108K | 0.12% | 156 |
|
|
2024
Q1 | $1.82M | Sell |
14,844
-12,454
| -46% | -$1.52M | 0.14% | 145 |
|
|
2023
Q4 | $2.46M | Sell |
27,298
-131
| -0.5% | -$11.8K | 0.18% | 124 |
|
|
2023
Q3 | $2.22M | Sell |
27,429
-756
| -3% | -$61.3K | 0.19% | 114 |
|
|
2023
Q2 | $2.52M | Sell |
28,185
-9
| -0% | -$804 | 0.21% | 102 |
|
|
2023
Q1 | $2.82M | Buy |
28,194
+922
| +3% | +$92.3K | 0.26% | 87 |
|
|
2022
Q4 | $2.37M | Sell |
27,272
-20,600
| -43% | -$1.79M | 0.24% | 108 |
|
|
2022
Q3 | $4.61M | Buy |
47,872
+1,489
| +3% | +$143K | 0.26% | 84 |
|
|
2022
Q2 | $4.39M | Buy |
46,383
+262
| +0.6% | +$24.8K | 0.25% | 87 |
|
|
2022
Q1 | $6.33M | Buy |
46,121
+26,393
| +134% | +$3.62M | 0.31% | 71 |
|
|
2021
Q4 | $3.06M | Buy |
+19,728
| New | +$3.06M | 0.3% | 72 |
|
|
2021
Q2 | $4.02M | Buy |
22,837
+5,365
| +31% | +$943K | 0.41% | 45 |
|
|
2021
Q1 | $3.22M | Buy |
17,472
+1,726
| +11% | +$318K | 0.43% | 45 |
|
|
2020
Q4 | $2.85M | Sell |
15,746
-1,341
| -8% | -$243K | 0.42% | 50 |
|
|
2020
Q3 | $2.12M | Buy |
17,087
+603
| +4% | +$74.9K | 0.35% | 61 |
|
|
2020
Q2 | $1.84M | Buy |
16,484
+347
| +2% | +$38.7K | 0.33% | 67 |
|
|
2020
Q1 | $1.49M | Buy |
16,137
+5,976
| +59% | +$553K | 0.34% | 71 |
|
|
2019
Q4 | $1.47M | Sell |
10,161
-30
| -0.3% | -$4.34K | 0.22% | 106 |
|
|
2019
Q3 | $1.33M | Buy |
10,191
+381
| +4% | +$49.6K | 0.28% | 89 |
|
|
2019
Q2 | $1.37M | Buy |
9,810
+281
| +3% | +$39.2K | 0.18% | 110 |
|
|
2019
Q1 | $1.06M | Sell |
9,529
-1,078
| -10% | -$120K | 0.24% | 104 |
|
|
2018
Q4 | $1.16M | Buy |
+10,607
| New | +$1.16M | 0.31% | 77 |
|