Briaud Financial Planning’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 | $516K | Hold |
4,169
| – | – | 0.2% | 18 |
|
|
2025
Q1 | $411K | Hold |
4,169
| – | – | 0.16% | 18 |
|
|
2024
Q4 | $464K | Sell |
4,169
-2,803
| -40% | -$312K | 0.19% | 18 |
|
|
2024
Q3 | $670K | Buy |
6,972
+100
| +1% | +$9.61K | 0.35% | 12 |
|
|
2024
Q2 | $682K | Hold |
6,872
| – | – | 0.39% | 12 |
|
|
2024
Q1 | $841K | Sell |
6,872
-5,263
| -43% | -$644K | 0.48% | 10 |
|
|
2023
Q4 | $1.1M | Buy |
12,135
+509
| +4% | +$46K | 0.93% | 8 |
|
|
2023
Q3 | $942K | Buy |
+11,626
| New | +$942K | 0.76% | 12 |
|