Fermata Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Sell |
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|
2025
Q2 | $279K | Sell |
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|
2025
Q1 | $267K | Buy |
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|
2024
Q4 | $237K | Sell |
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|
2024
Q3 | $362K | Sell |
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|
2024
Q2 | $449K | Buy |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $306K | Sell |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $347K | Buy |
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|
2021
Q1 | $324K | Buy |
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