Willner & Heller’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,821
| Closed | -$203K | – | 150 |
|
|
2024
Q4 | $203K | Sell |
1,821
-472
| -21% | -$52.6K | 0.18% | 150 |
|
|
2024
Q3 | $221K | Sell |
2,293
-3,000
| -57% | -$289K | 0.2% | 140 |
|
|
2024
Q2 | $526K | Sell |
5,293
-460
| -8% | -$45.7K | 0.5% | 62 |
|
|
2024
Q1 | $704K | Sell |
5,753
-748
| -12% | -$91.5K | 0.7% | 42 |
|
|
2023
Q4 | $587K | Buy |
+6,501
| New | +$587K | 0.66% | 49 |
|
|
2022
Q4 | $732K | Buy |
8,425
+169
| +2% | +$14.7K | 1.04% | 29 |
|
|
2022
Q3 | $779K | Sell |
8,256
-59
| -0.7% | -$5.57K | 1.26% | 23 |
|
|
2022
Q2 | $785K | Buy |
8,315
+2,050
| +33% | +$194K | 1.22% | 24 |
|
|
2022
Q1 | $970K | Sell |
6,265
-350
| -5% | -$54.2K | 1.19% | 18 |
|
|
2021
Q4 | $1.12M | Buy |
+6,615
| New | +$1.12M | 1.49% | 13 |
|