Embree Financial 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 | $382K | Sell |
3,077
-3,809
| -55% | -$472K | 0.06% | 148 |
|
|
2025
Q1 | $680K | Sell |
6,886
-457
| -6% | -$45.1K | 0.11% | 113 |
|
|
2024
Q4 | $818K | Sell |
7,343
-5,930
| -45% | -$660K | 0.14% | 91 |
|
|
2024
Q3 | $1.28M | Sell |
13,273
-827
| -6% | -$79.5K | 0.23% | 73 |
|
|
2024
Q2 | $1.4M | Sell |
14,100
-2,394
| -15% | -$238K | 0.27% | 66 |
|
|
2024
Q1 | $2.02M | Sell |
16,494
-1,576
| -9% | -$193K | 0.4% | 54 |
|
|
2023
Q4 | $1.63M | Buy |
+18,070
| New | +$1.63M | 0.34% | 63 |
|