Advantage Trust Company’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 | $34.7K | Hold |
280
| – | – | 0.02% | 141 |
|
|
2025
Q1 | $27.6K | Hold |
280
| – | – | 0.02% | 121 |
|
|
2024
Q4 | $31.2K | Sell |
280
-450
| -62% | -$50.1K | 0.02% | 125 |
|
|
2024
Q3 | $70.2K | Hold |
730
| – | – | 0.05% | 85 |
|
|
2024
Q2 | $72.5K | Hold |
730
| – | – | 0.05% | 92 |
|
|
2024
Q1 | $89.3K | Hold |
730
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $65.9K | Buy |
+730
| New | +$65.9K | 0.05% | 97 |
|