Client 1st Advisory Group’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 | $353K | Buy |
2,847
+39
| +1% | +$4.84K | 0.13% | 86 |
|
|
2025
Q1 | $277K | Hold |
2,808
| – | – | 0.11% | 98 |
|
|
2024
Q4 | $313K | Sell |
2,808
-15
| -0.5% | -$1.67K | 0.12% | 92 |
|
|
2024
Q3 | $272K | Buy |
2,823
+723
| +34% | +$69.5K | 0.11% | 102 |
|
|
2024
Q2 | $209K | Buy |
2,100
+372
| +22% | +$36.9K | 0.09% | 112 |
|
|
2024
Q1 | $211K | Buy |
+1,728
| New | +$211K | 0.1% | 107 |
|