Westwood 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 | $214K | Buy |
+1,725
| New | +$214K | 0.07% | 48 |
|
|
2025
Q1 | – | Sell |
-1,825
| Closed | -$203K | – | 47 |
|
|
2024
Q4 | $203K | Buy |
+1,825
| New | +$203K | 0.07% | 45 |
|
|
2024
Q3 | – | Sell |
-4,570
| Closed | -$454K | – | 40 |
|
|
2024
Q2 | $454K | Sell |
4,570
-800
| -15% | -$79.4K | 0.17% | 34 |
|
|
2024
Q1 | $657K | Sell |
5,370
-200
| -4% | -$24.5K | 0.32% | 26 |
|
|
2023
Q4 | $503K | Sell |
5,570
-320
| -5% | -$28.9K | 0.39% | 24 |
|
|
2023
Q3 | $477K | Sell |
5,890
-1,600
| -21% | -$130K | 0.32% | 27 |
|
|
2023
Q2 | $669K | Sell |
7,490
-5
| -0.1% | -$446 | 0.47% | 24 |
|
|
2023
Q1 | $750K | Sell |
7,495
-1,605
| -18% | -$161K | 0.67% | 22 |
|
|
2022
Q4 | $791K | Sell |
9,100
-290
| -3% | -$25.2K | 0.95% | 22 |
|
|
2022
Q3 | $886K | Buy |
9,390
+1,190
| +15% | +$112K | 0.8% | 18 |
|
|
2022
Q2 | $774K | Sell |
8,200
-3,550
| -30% | -$335K | 0.89% | 20 |
|
|
2022
Q1 | $1.61K | Sell |
11,750
-12,286
| -51% | -$1.69K | 0.63% | 18 |
|
|
2021
Q4 | $4K | Buy |
+24,036
| New | +$4K | ﹤0.01% | 42 |
|