Fi3 Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $340K | Buy |
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|
2025
Q4 | $306K | Buy |
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|
2025
Q3 | $235K | Sell |
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|
2025
Q2 | $324K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $231K | Sell |
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|
2021
Q1 | $278K | Buy |
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