Whelan Financial’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 | $962K | Buy |
7,754
+2,001
| +35% | +$248K | 0.35% | 26 |
|
|
2025
Q1 | $568K | Buy |
5,753
+3,542
| +160% | +$350K | 0.22% | 29 |
|
|
2024
Q4 | $246K | Buy |
+2,211
| New | +$246K | 0.1% | 49 |
|
|
2024
Q2 | – | Sell |
-1,686
| Closed | -$206K | – | 41 |
|
|
2024
Q1 | $206K | Buy |
+1,686
| New | +$206K | 0.09% | 40 |
|