Fi3 Financial 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 | $324K | Buy |
2,600
+533
| +26% | +$66.4K | 0.12% | 91 |
|
|
2025
Q1 | $204K | Buy |
2,067
+51
| +3% | +$5.03K | 0.08% | 128 |
|
|
2024
Q4 | $226K | Buy |
+2,016
| New | +$226K | 0.08% | 105 |
|
|
2022
Q2 | – | Sell |
-1,783
| Closed | -$245K | – | 52 |
|
|
2022
Q1 | $245K | Buy |
1,783
+188
| +12% | +$25.8K | 0.19% | 40 |
|
|
2021
Q4 | $247K | Buy |
1,595
+201
| +14% | +$31.1K | 0.16% | 41 |
|
|
2021
Q3 | $236K | Buy |
1,394
+56
| +4% | +$9.48K | 0.16% | 41 |
|
|
2021
Q2 | $231K | Sell |
1,338
-166
| -11% | -$28.7K | 0.16% | 41 |
|
|
2021
Q1 | $278K | Buy |
+1,504
| New | +$278K | 0.24% | 36 |
|