Facet Wealth Inc’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 | $293K | Buy |
+2,464
| New | +$293K | 0.01% | 134 |
|
|
2025
Q1 | – | Sell |
-1,942
| Closed | -$215K | – | 143 |
|
|
2024
Q4 | $215K | Sell |
1,942
-856
| -31% | -$94.9K | 0.01% | 137 |
|
|
2024
Q3 | $268K | Buy |
2,798
+109
| +4% | +$10.4K | 0.01% | 119 |
|
|
2024
Q2 | $252K | Buy |
+2,689
| New | +$252K | 0.01% | 117 |
|
|
2022
Q2 | – | Sell |
-1,859
| Closed | -$255K | – | 69 |
|
|
2022
Q1 | $255K | Buy |
1,859
+285
| +18% | +$39.1K | 0.02% | 58 |
|
|
2021
Q4 | $244K | Buy |
1,574
+291
| +23% | +$45.1K | 0.02% | 66 |
|
|
2021
Q3 | $217K | Buy |
+1,283
| New | +$217K | 0.02% | 58 |
|
|
2021
Q2 | – | Sell |
-1,117
| Closed | -$206K | – | 56 |
|
|
2021
Q1 | $206K | Buy |
+1,117
| New | +$206K | 0.04% | 48 |
|