DHJJ Financial Advisors’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 | $127K | Sell |
1,026
-32
| -3% | -$3.97K | 0.05% | 214 |
|
|
2025
Q1 | $104K | Hold |
1,058
| – | – | 0.04% | 217 |
|
|
2024
Q4 | $118K | Hold |
1,058
| – | – | 0.05% | 205 |
|
|
2024
Q3 | $102K | Buy |
1,058
+1
| +0.1% | +$96 | 0.04% | 216 |
|
|
2024
Q2 | $105K | Buy |
1,057
+497
| +89% | +$49.4K | 0.04% | 197 |
|
|
2024
Q1 | $68.5K | Buy |
560
+2
| +0.4% | +$245 | 0.03% | 230 |
|
|
2023
Q4 | $50.4K | Buy |
558
+74
| +15% | +$6.68K | 0.02% | 251 |
|
|
2023
Q3 | $39.2K | Buy |
+484
| New | +$39.2K | 0.02% | 271 |
|