Westshore Wealth’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 | $212K | Buy |
+1,713
| New | +$212K | 0.08% | 92 |
|
|
2024
Q2 | – | Sell |
-2,169
| Closed | -$265K | – | 96 |
|
|
2024
Q1 | $265K | Sell |
2,169
-100
| -4% | -$12.2K | 0.11% | 76 |
|
|
2023
Q4 | $205K | Buy |
+2,269
| New | +$205K | 0.09% | 90 |
|
|
2021
Q3 | – | Sell |
-25,728
| Closed | -$4.52M | – | 94 |
|
|
2021
Q2 | $4.52M | Buy |
25,728
+54
| +0.2% | +$9.49K | 2.33% | 9 |
|
|
2021
Q1 | $4.74M | Buy |
+25,674
| New | +$4.74M | 2.7% | 8 |
|