WP
Westmount Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
18,959
-1,605
| -8% | -$199K | 0.65% | 34 |
|
|
2025
Q1 | $2.03M | Sell |
20,564
-115
| -0.6% | -$11.4K | 0.62% | 39 |
|
|
2024
Q4 | $2.3M | Sell |
20,679
-1,978
| -9% | -$220K | 0.7% | 29 |
|
|
2024
Q3 | $2.18M | Buy |
22,657
+931
| +4% | +$89.6K | 0.66% | 31 |
|
|
2024
Q2 | $2.13M | Buy |
21,726
+2,774
| +15% | +$272K | 0.7% | 30 |
|
|
2024
Q1 | $2.32M | Buy |
18,952
+3
| +0% | +$367 | 0.83% | 25 |
|
|
2023
Q4 | $1.71M | Buy |
18,949
+2
| +0% | +$181 | 0.7% | 32 |
|
|
2023
Q3 | $1.54M | Sell |
18,947
-194
| -1% | -$15.7K | 0.68% | 34 |
|
|
2023
Q2 | $1.71M | Buy |
19,141
+666
| +4% | +$59.5K | 0.74% | 27 |
|
|
2023
Q1 | $1.85M | Buy |
18,475
+414
| +2% | +$41.5K | 0.86% | 24 |
|
|
2022
Q4 | $1.57M | Buy |
+18,061
| New | +$1.57M | 0.82% | 25 |
|