Farther Finance 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 | $7.83M | Sell |
63,113
-1,506
| -2% | -$187K | 0.16% | 122 |
|
|
2025
Q1 | $6.31M | Buy |
64,619
+3,116
| +5% | +$304K | 0.16% | 125 |
|
|
2024
Q4 | $6.85M | Buy |
61,503
+19,509
| +46% | +$2.17M | 0.25% | 85 |
|
|
2024
Q3 | $4.04M | Buy |
41,994
+4,926
| +13% | +$474K | 0.15% | 120 |
|
|
2024
Q2 | $3.63M | Buy |
37,068
+4,167
| +13% | +$409K | 0.18% | 100 |
|
|
2024
Q1 | $4M | Buy |
32,901
+2,202
| +7% | +$268K | 0.24% | 84 |
|
|
2023
Q4 | $2.77M | Buy |
30,699
+23,488
| +326% | +$2.12M | 0.2% | 97 |
|
|
2023
Q3 | $584K | Buy |
7,211
+2,644
| +58% | +$214K | 0.09% | 183 |
|
|
2023
Q2 | $408K | Sell |
4,567
-1,052
| -19% | -$93.9K | 0.09% | 187 |
|
|
2023
Q1 | $563K | Buy |
5,619
+1,090
| +24% | +$109K | 0.16% | 118 |
|
|
2022
Q4 | $394K | Buy |
+4,529
| New | +$394K | 0.15% | 130 |
|