Catalyst Financial Partners’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 | $727K | Buy |
5,866
+16
| +0.3% | +$1.98K | 0.08% | 119 |
|
|
2025
Q1 | $577K | Buy |
5,850
+142
| +2% | +$14K | 0.11% | 131 |
|
|
2024
Q4 | $636K | Buy |
5,708
+669
| +13% | +$74.5K | 0.12% | 108 |
|
|
2024
Q3 | $485K | Sell |
5,039
-79
| -2% | -$7.6K | 0.09% | 141 |
|
|
2024
Q2 | $508K | Buy |
5,118
+363
| +8% | +$36K | 0.11% | 123 |
|
|
2024
Q1 | $537K | Buy |
4,755
+694
| +17% | +$78.4K | 0.14% | 98 |
|
|
2023
Q4 | $367K | Buy |
4,061
+1,406
| +53% | +$127K | 0.1% | 136 |
|
|
2023
Q3 | $215K | Buy |
+2,655
| New | +$215K | 0.07% | 186 |
|
|
2023
Q2 | – | Sell |
-2,495
| Closed | -$250K | – | 200 |
|
|
2023
Q1 | $250K | Buy |
+2,495
| New | +$250K | 0.11% | 143 |
|