Burkett Financial Services’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 | $13.8K | Hold |
111
| – | – | 0.01% | 140 |
|
|
2025
Q1 | $11K | Hold |
111
| – | – | ﹤0.01% | 164 |
|
|
2024
Q4 | $12.4K | Hold |
111
| – | – | 0.01% | 136 |
|
|
2024
Q3 | $10.7K | Buy |
111
+1
| +0.9% | +$96 | ﹤0.01% | 135 |
|
|
2024
Q2 | $11K | Hold |
110
| – | – | 0.01% | 134 |
|
|
2024
Q1 | $13.5K | Hold |
110
| – | – | 0.01% | 133 |
|
|
2023
Q4 | $9.93K | Buy |
+110
| New | +$9.93K | 0.01% | 136 |
|