WR Wealth Planners’s Walt Disney DIS Stock Holding History

WR Wealth Planners’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$174K	Buy	1,560 +20	+1%	+$2.1K	0.06%	171
2024 Q3	$148K	Buy	1,540 +23	+2%	+$2.12K	0.04%	225
2024 Q2	$151K	Sell	1,517 -29	-2%	-$3.12K	0.05%	205
2024 Q1	$189K	Buy	+1,546	New	+$161K	0.06%	179
2023 Q4	–	Sell	-2,009	Closed	-$163K	–	347
2023 Q3	$163K	Buy	2,009 +294	+17%	+$25.1K	0.06%	193
2023 Q2	$153K	Buy	1,715 +114	+7%	+$10.8K	0.06%	195
2023 Q1	$160K	Buy	1,601 +1,201	+300%	+$121K	0.07%	180
2022 Q4	$34.8K	Hold	400	–	–	0.02%	191
2022 Q3	$37.7K	Buy	400 +378	+1,718%	+$40.5K	0.03%	180
2022 Q2	$2.08K	Hold	22	–	–	﹤0.01%	414
2022 Q1	$3.02K	Buy	+22	New	+$3.18K	﹤0.01%	400

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's DIS Position: Q4 2024 in Review

WR Wealth Planners increased its Walt Disney (DIS) stake by 1.3% in Q4 2024, buying an estimated $2.1K and bringing the position to 1,560 shares worth $174K. The position accounts for 0.06% of the portfolio, ranked #171.

WR Wealth Planners first reported a position in DIS in Q1 2022 and has held it in 11 quarters since. The position peaked at $189K in Q1 2024. 3,238 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

WR Wealth Planners held 1,560 shares of Walt Disney worth $174K as of Q4 2024.
WR Wealth Planners bought 20 Walt Disney shares in Q4 2024, an estimated $2.1K.
Walt Disney made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #171 holding.
WR Wealth Planners first reported a position in Walt Disney in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Walt Disney position peaked at $189K in Q1 2024.
3,238 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.