F/M Investments’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 | $6.93M | Buy |
55,797
+659
| +1% | +$81.9K | 0.25% | 82 |
|
|
2025
Q1 | $5.46M | Sell |
55,138
-1,178
| -2% | -$117K | 0.22% | 91 |
|
|
2024
Q4 | $6.27M | Buy |
56,316
+51,859
| +1,164% | +$5.77M | 0.23% | 90 |
|
|
2024
Q3 | $446K | Buy |
+4,457
| New | +$446K | 0.01% | 291 |
|
|
2024
Q2 | – | Sell |
-4,431
| Closed | -$555K | – | 324 |
|
|
2024
Q1 | $555K | Buy |
4,431
+13
| +0.3% | +$1.63K | 0.38% | 43 |
|
|
2023
Q4 | $419K | Hold |
4,418
| – | – | 0.24% | 59 |
|
|
2023
Q3 | $380K | Hold |
4,418
| – | – | 0.28% | 54 |
|
|
2023
Q2 | $414K | Sell |
4,418
-359
| -8% | -$33.7K | 0.31% | 54 |
|
|
2023
Q1 | $510K | Buy |
4,777
+200
| +4% | +$21.4K | 0.51% | 38 |
|
|
2022
Q4 | $398K | Buy |
+4,577
| New | +$398K | 0.48% | 43 |
|
|
2022
Q3 | – | Sell |
-4,544
| Closed | -$796K | – | 53 |
|
|
2022
Q2 | $796K | Hold |
4,544
| – | – | 0.63% | 36 |
|
|
2022
Q1 | $623K | Hold |
4,544
| – | – | 0.5% | 38 |
|
|
2021
Q4 | $704K | Hold |
4,544
| – | – | 0.52% | 40 |
|
|
2021
Q3 | $769K | Hold |
4,544
| – | – | 0.55% | 41 |
|
|
2021
Q2 | $796K | Buy |
4,544
+120
| +3% | +$21K | 0.63% | 36 |
|
|
2021
Q1 | $816K | Sell |
4,424
-395
| -8% | -$72.9K | 0.64% | 38 |
|
|
2020
Q4 | $873K | Buy |
+4,819
| New | +$873K | 0.76% | 33 |
|