AIFS
A&I Financial Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$320K | 0.31% | 54 |
|
|
2019
Q3 | $315K | Buy |
2,414
+419
| +21% | +$54.7K | 0.47% | 19 |
|
|
2019
Q2 | $279K | Buy |
1,995
+26
| +1% | +$3.64K | 0.46% | 18 |
|
|
2019
Q1 | $219K | Buy |
1,969
+50
| +3% | +$5.56K | 0.4% | 16 |
|
|
2018
Q4 | $210K | Sell |
1,919
-19
| -1% | -$2.08K | 0.35% | 19 |
|
|
2018
Q3 | $227K | Sell |
1,938
-81
| -4% | -$9.49K | 0.57% | 16 |
|
|
2018
Q2 | $212K | Sell |
2,019
-385
| -16% | -$40.4K | 0.43% | 19 |
|
|
2018
Q1 | $241K | Buy |
2,404
+385
| +19% | +$38.6K | 0.59% | 14 |
|
|
2017
Q4 | $217K | Buy |
+2,019
| New | +$217K | 0.43% | 23 |
|