WT Wealth Management’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 | – | Sell |
-14,750
| Closed | -$1.46M | – | 153 |
|
|
2025
Q1 | $1.46M | Sell |
14,750
-996
| -6% | -$98.3K | 0.47% | 52 |
|
|
2024
Q4 | $1.75M | Sell |
15,746
-513
| -3% | -$57.1K | 0.55% | 56 |
|
|
2024
Q3 | $1.58M | Sell |
16,259
-923
| -5% | -$89.8K | 0.51% | 59 |
|
|
2024
Q2 | $1.71M | Sell |
17,182
-226
| -1% | -$22.4K | 0.58% | 56 |
|
|
2024
Q1 | $2.13M | Sell |
17,408
-1,012
| -5% | -$124K | 0.76% | 45 |
|
|
2023
Q4 | $1.67M | Buy |
18,420
+2,555
| +16% | +$231K | 0.66% | 48 |
|
|
2023
Q3 | $1.29M | Buy |
15,865
+2,641
| +20% | +$214K | 0.55% | 49 |
|
|
2023
Q2 | $1.18M | Buy |
13,224
+156
| +1% | +$13.9K | 0.49% | 59 |
|
|
2023
Q1 | $1.31M | Sell |
13,068
-1,252
| -9% | -$125K | 0.57% | 49 |
|
|
2022
Q4 | $1.24M | Buy |
14,320
+1,417
| +11% | +$123K | 0.6% | 56 |
|
|
2022
Q3 | $1.22M | Buy |
12,903
+1,158
| +10% | +$109K | 0.61% | 49 |
|
|
2022
Q2 | $1.11M | Sell |
11,745
-137
| -1% | -$12.9K | 0.55% | 67 |
|
|
2022
Q1 | $1.63M | Sell |
11,882
-316
| -3% | -$43.4K | 0.63% | 52 |
|
|
2021
Q4 | $1.89M | Buy |
12,198
+1,001
| +9% | +$155K | 0.69% | 47 |
|
|
2021
Q3 | $1.89M | Buy |
11,197
+1,131
| +11% | +$191K | 0.73% | 40 |
|
|
2021
Q2 | $1.77M | Buy |
10,066
+693
| +7% | +$122K | 0.72% | 45 |
|
|
2021
Q1 | $1.73M | Sell |
9,373
-615
| -6% | -$113K | 0.8% | 34 |
|
|
2020
Q4 | $1.81M | Buy |
9,988
+1,360
| +16% | +$246K | 0.99% | 34 |
|
|
2020
Q3 | $1.07M | Buy |
8,628
+1,253
| +17% | +$155K | 0.71% | 39 |
|
|
2020
Q2 | $822K | Buy |
7,375
+394
| +6% | +$43.9K | 0.66% | 35 |
|
|
2020
Q1 | $674K | Buy |
6,981
+3,876
| +125% | +$374K | 0.71% | 31 |
|
|
2019
Q4 | $451K | Buy |
3,105
+386
| +14% | +$56.1K | 0.34% | 52 |
|
|
2019
Q3 | $354K | Buy |
+2,719
| New | +$354K | 0.31% | 58 |
|