Ethos 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 | $384K | Buy |
3,081
+750
| +32% | +$93.4K | 0.03% | 302 |
|
|
2025
Q1 | $261K | Hold |
2,331
| – | – | 0.02% | 342 |
|
|
2024
Q4 | $261K | Buy |
+2,331
| New | +$261K | 0.03% | 243 |
|
|
2024
Q3 | – | Sell |
-2,670
| Closed | -$265K | – | 305 |
|
|
2024
Q2 | $265K | Sell |
2,670
-304
| -10% | -$30.2K | 0.05% | 220 |
|
|
2024
Q1 | $364K | Sell |
2,974
-913
| -23% | -$112K | 0.07% | 184 |
|
|
2023
Q4 | $352K | Sell |
3,887
-48
| -1% | -$4.35K | 0.07% | 171 |
|
|
2023
Q3 | $319K | Buy |
+3,935
| New | +$319K | 0.08% | 130 |
|
|
2023
Q1 | – | Sell |
-2,888
| Closed | -$259K | – | 194 |
|
|
2022
Q4 | $259K | Buy |
+2,888
| New | +$259K | 0.09% | 116 |
|