World Equity Group’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 | $753K | Buy |
6,075
+299
| +5% | +$37.1K | 0.21% | 110 |
|
|
2025
Q1 | $566K | Sell |
5,776
-2,002
| -26% | -$196K | 0.16% | 132 |
|
|
2024
Q4 | $866K | Buy |
7,778
+2,131
| +38% | +$237K | 0.19% | 119 |
|
|
2024
Q3 | $543K | Sell |
5,647
-5,052
| -47% | -$486K | 0.2% | 118 |
|
|
2024
Q2 | $1.06M | Sell |
10,699
-10,181
| -49% | -$1.01M | 0.32% | 89 |
|
|
2024
Q1 | $2.55M | Sell |
20,880
-9,132
| -30% | -$1.12M | 0.52% | 48 |
|
|
2023
Q4 | $2.71M | Sell |
30,012
-4,364
| -13% | -$394K | 0.54% | 42 |
|
|
2023
Q3 | $2.79M | Buy |
34,376
+20,258
| +143% | +$1.64M | 0.58% | 36 |
|
|
2023
Q2 | $1.26M | Sell |
14,118
-151,466
| -91% | -$13.5M | 0.37% | 70 |
|
|
2023
Q1 | $1.74M | Buy |
165,584
+143,596
| +653% | +$1.51M | 0.26% | 100 |
|
|
2022
Q4 | $1.91M | Buy |
21,988
+613
| +3% | +$53.3K | 0.45% | 64 |
|
|
2022
Q3 | $2.02M | Buy |
21,375
+1,525
| +8% | +$144K | 0.51% | 52 |
|
|
2022
Q2 | $1.87M | Sell |
19,850
-119
| -0.6% | -$11.2K | 0.47% | 58 |
|
|
2022
Q1 | $2.74M | Buy |
+19,969
| New | +$2.74M | 0.59% | 37 |
|