A&I Financial Services’s Walt Disney DIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$226K Hold
2,345
0.1% 71
2026
Q1
$226K Sell
2,345
-118
-5% -$12.5K 0.11% 67
2025
Q4
$280K Sell
2,463
-15
-0.6% -$1.65K 0.13% 64
2025
Q3
$280K Sell
2,478
-399
-14% -$47K 0.14% 64
2025
Q2
$357K Hold
2,877
0.2% 58
2025
Q1
$284K Hold
2,877
0.19% 59
2024
Q4
$320K Buy
+2,877
New +$302K 0.31% 54
2019
Q3
$315K Buy
2,414
+419
+21% +$57.9K 0.47% 19
2019
Q2
$279K Buy
1,995
+26
+1% +$3.45K 0.46% 18
2019
Q1
$219K Buy
1,969
+50
+3% +$5.59K 0.4% 16
2018
Q4
$210K Sell
1,919
-19
-1% -$2.16K 0.35% 19
2018
Q3
$227K Sell
1,938
-81
-4% -$9.02K 0.57% 16
2018
Q2
$212K Sell
2,019
-385
-16% -$39.4K 0.43% 19
2018
Q1
$241K Buy
2,404
+385
+19% +$40.9K 0.59% 14
2017
Q4
$217K Buy
+2,019
New +$208K 0.43% 23

Other funds holding DIS