FWP
Falcon Wealth Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Sell |
3,562
-247
| -6% | -$30.6K | 0.04% | 109 |
|
|
2025
Q1 | $376K | Buy |
3,809
+138
| +4% | +$13.6K | 0.04% | 118 |
|
|
2024
Q4 | $409K | Buy |
3,671
+515
| +16% | +$57.3K | 0.05% | 113 |
|
|
2024
Q3 | $304K | Buy |
3,156
+100
| +3% | +$9.62K | 0.04% | 120 |
|
|
2024
Q2 | $303K | Buy |
3,056
+126
| +4% | +$12.5K | 0.04% | 108 |
|
|
2024
Q1 | $359K | Sell |
2,930
-435
| -13% | -$53.2K | 0.06% | 101 |
|
|
2023
Q4 | $304K | Buy |
+3,365
| New | +$304K | 0.05% | 101 |
|