BFWM
Bright Futures Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $766K | Sell |
9,123
-646
| -7% | -$54.3K | 0.84% | 41 |
|
|
2024
Q4 | $1.11M | Sell |
9,769
-7,584
| -44% | -$858K | 0.98% | 34 |
|
|
2024
Q3 | $1.65M | Sell |
17,353
-660
| -4% | -$62.8K | 0.8% | 28 |
|
|
2024
Q2 | $1.61M | Buy |
18,013
+2,320
| +15% | +$208K | 0.87% | 29 |
|
|
2024
Q1 | $1.6M | Buy |
+15,693
| New | +$1.6M | 0.87% | 31 |
|