FAS Wealth Partners’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 | $774K | Sell |
6,241
-334
| -5% | -$41.4K | 0.06% | 181 |
|
|
2025
Q1 | $649K | Sell |
6,575
-7
| -0.1% | -$691 | 0.05% | 182 |
|
|
2024
Q4 | $733K | Sell |
6,582
-18,680
| -74% | -$2.08M | 0.06% | 172 |
|
|
2024
Q3 | $2.43M | Buy |
25,262
+1,009
| +4% | +$97.1K | 0.19% | 105 |
|
|
2024
Q2 | $2.41M | Buy |
24,253
+1,091
| +5% | +$108K | 0.21% | 102 |
|
|
2024
Q1 | $2.83M | Buy |
23,162
+434
| +2% | +$53.1K | 0.25% | 88 |
|
|
2023
Q4 | $2.05M | Buy |
22,728
+5,816
| +34% | +$525K | 0.2% | 106 |
|
|
2023
Q3 | $1.37M | Buy |
16,912
+285
| +2% | +$23.1K | 0.15% | 120 |
|
|
2023
Q2 | $1.48M | Buy |
16,627
+644
| +4% | +$57.5K | 0.19% | 103 |
|
|
2023
Q1 | $1.6M | Sell |
15,983
-495
| -3% | -$49.6K | 0.17% | 108 |
|
|
2022
Q4 | $1.43M | Sell |
16,478
-200
| -1% | -$17.4K | 0.16% | 118 |
|
|
2022
Q3 | $1.57M | Buy |
16,678
+1,899
| +13% | +$179K | 0.17% | 100 |
|
|
2022
Q2 | $1.4M | Buy |
14,779
+2,064
| +16% | +$195K | 0.15% | 101 |
|
|
2022
Q1 | $1.74M | Buy |
12,715
+1,510
| +13% | +$207K | 0.16% | 88 |
|
|
2021
Q4 | $1.74M | Buy |
11,205
+2,212
| +25% | +$343K | 0.16% | 90 |
|
|
2021
Q3 | $1.52M | Buy |
8,993
+696
| +8% | +$118K | 0.14% | 95 |
|
|
2021
Q2 | $1.46M | Buy |
8,297
+862
| +12% | +$151K | 0.14% | 99 |
|
|
2021
Q1 | $1.37M | Buy |
7,435
+897
| +14% | +$166K | 0.14% | 98 |
|
|
2020
Q4 | $1.19M | Buy |
6,538
+183
| +3% | +$33.2K | 0.13% | 102 |
|
|
2020
Q3 | $788K | Buy |
6,355
+51
| +0.8% | +$6.32K | 0.11% | 131 |
|
|
2020
Q2 | $703K | Buy |
6,304
+44
| +0.7% | +$4.91K | 0.1% | 127 |
|
|
2020
Q1 | $605K | Buy |
6,260
+1,979
| +46% | +$191K | 0.11% | 121 |
|
|
2019
Q4 | $619K | Buy |
4,281
+9
| +0.2% | +$1.3K | 0.1% | 126 |
|
|
2019
Q3 | $557K | Buy |
4,272
+121
| +3% | +$15.8K | 0.1% | 122 |
|
|
2019
Q2 | $580K | Buy |
4,151
+150
| +4% | +$21K | 0.11% | 118 |
|
|
2019
Q1 | $444K | Buy |
4,001
+92
| +2% | +$10.2K | 0.09% | 137 |
|
|
2018
Q4 | $429K | Sell |
3,909
-21
| -0.5% | -$2.31K | 0.1% | 130 |
|
|
2018
Q3 | $460K | Buy |
3,930
+6
| +0.2% | +$702 | 0.1% | 123 |
|
|
2018
Q2 | $411K | Hold |
3,924
| – | – | 0.11% | 126 |
|
|
2018
Q1 | $394K | Buy |
3,924
+133
| +4% | +$13.4K | 0.11% | 126 |
|
|
2017
Q4 | $408K | Buy |
3,791
+10
| +0.3% | +$1.08K | 0.11% | 124 |
|
|
2017
Q3 | $373K | Buy |
3,781
+104
| +3% | +$10.3K | 0.1% | 125 |
|
|
2017
Q2 | $391K | Sell |
3,677
-405
| -10% | -$43.1K | 0.12% | 114 |
|
|
2017
Q1 | $463K | Buy |
4,082
+526
| +15% | +$59.7K | 0.14% | 99 |
|
|
2016
Q4 | $371K | Buy |
3,556
+4
| +0.1% | +$417 | 0.11% | 105 |
|
|
2016
Q3 | $330K | Sell |
3,552
-40
| -1% | -$3.72K | 0.11% | 106 |
|
|
2016
Q2 | $351K | Sell |
3,592
-30
| -0.8% | -$2.93K | 0.13% | 102 |
|
|
2016
Q1 | $360K | Sell |
3,622
-333
| -8% | -$33.1K | 0.18% | 74 |
|
|
2015
Q4 | $416K | Sell |
3,955
-236
| -6% | -$24.8K | 0.21% | 68 |
|
|
2015
Q3 | $428K | Buy |
4,191
+30
| +0.7% | +$3.06K | 0.25% | 54 |
|
|
2015
Q2 | $475K | Hold |
4,161
| – | – | 0.24% | 50 |
|
|
2015
Q1 | $436K | Buy |
4,161
+652
| +19% | +$68.3K | 0.22% | 48 |
|
|
2014
Q4 | $330K | Buy |
3,509
+100
| +3% | +$9.4K | 0.17% | 61 |
|
|
2014
Q3 | $303K | Sell |
3,409
-319
| -9% | -$28.4K | 0.17% | 64 |
|
|
2014
Q2 | $320K | Buy |
3,728
+290
| +8% | +$24.9K | 0.18% | 61 |
|
|
2014
Q1 | $275K | Buy |
3,438
+459
| +15% | +$36.7K | 0.19% | 68 |
|
|
2013
Q4 | $228K | Buy |
+2,979
| New | +$228K | 0.14% | 78 |
|