Fairfield 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 | $228K | Buy |
+1,836
| New | +$228K | 0.08% | 68 |
|
|
2025
Q1 | – | Sell |
-1,833
| Closed | -$204K | – | 107 |
|
|
2024
Q4 | $204K | Sell |
1,833
-135
| -7% | -$15K | 0.07% | 62 |
|
|
2024
Q3 | $189K | Sell |
1,968
-178
| -8% | -$17.1K | 0.06% | 73 |
|
|
2024
Q2 | $213K | Buy |
+2,146
| New | +$213K | 0.06% | 64 |
|
|
2023
Q4 | $208K | Sell |
2,299
-126
| -5% | -$11.4K | 0.08% | 69 |
|
|
2023
Q3 | $197K | Sell |
2,425
-194
| -7% | -$15.7K | 0.08% | 64 |
|
|
2023
Q2 | $234K | Sell |
2,619
-739
| -22% | -$66K | 0.09% | 65 |
|
|
2023
Q1 | $329K | Sell |
3,358
-876
| -21% | -$85.9K | 0.14% | 55 |
|
|
2022
Q4 | $368K | Sell |
4,234
-1,921
| -31% | -$167K | 0.17% | 48 |
|
|
2022
Q3 | $581K | Sell |
6,155
-492
| -7% | -$46.4K | 0.28% | 39 |
|
|
2022
Q2 | $627K | Sell |
6,647
-550
| -8% | -$51.9K | 0.29% | 39 |
|
|
2022
Q1 | $987K | Buy |
+7,197
| New | +$987K | 0.36% | 36 |
|