Widmann Financial Services’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 | $1.18M | Sell |
9,538
-48
| -0.5% | -$5.95K | 0.82% | 36 |
|
|
2025
Q1 | $946K | Sell |
9,586
-119
| -1% | -$11.7K | 0.74% | 43 |
|
|
2024
Q4 | $1.08M | Sell |
9,705
-335
| -3% | -$37.3K | 0.84% | 36 |
|
|
2024
Q3 | $966K | Sell |
10,040
-69
| -0.7% | -$6.64K | 0.73% | 43 |
|
|
2024
Q2 | $1M | Sell |
10,109
-25
| -0.2% | -$2.48K | 0.82% | 37 |
|
|
2024
Q1 | $1.24M | Sell |
10,134
-23
| -0.2% | -$2.81K | 1.04% | 32 |
|
|
2023
Q4 | $917K | Sell |
10,157
-370
| -4% | -$33.4K | 0.83% | 40 |
|
|
2023
Q3 | $853K | Sell |
10,527
-191
| -2% | -$15.5K | 0.85% | 38 |
|
|
2023
Q2 | $957K | Sell |
10,718
-70
| -0.6% | -$6.25K | 0.92% | 37 |
|
|
2023
Q1 | $1.08M | Buy |
10,788
+190
| +2% | +$19K | 1.09% | 35 |
|
|
2022
Q4 | $921K | Buy |
10,598
+1
| +0% | +$87 | 0.96% | 38 |
|
|
2022
Q3 | $1,000K | Sell |
10,597
-150
| -1% | -$14.2K | 1.11% | 32 |
|
|
2022
Q2 | $1.01M | Buy |
10,747
+25
| +0.2% | +$2.36K | 1.05% | 34 |
|
|
2022
Q1 | $1.47M | Sell |
10,722
-240
| -2% | -$32.9K | 1.3% | 27 |
|
|
2021
Q4 | $1.7M | Buy |
+10,962
| New | +$1.7M | 1.4% | 22 |
|