Fidelis Capital 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 | $1.4M | Buy |
12,131
+1,065
| +10% | +$123K | 0.13% | 135 |
|
|
2025
Q1 | $999K | Sell |
11,066
-326
| -3% | -$29.4K | 0.11% | 156 |
|
|
2024
Q4 | $1.3M | Buy |
11,392
+4,621
| +68% | +$527K | 0.13% | 137 |
|
|
2024
Q3 | $652K | Sell |
6,771
-444
| -6% | -$42.7K | 0.08% | 205 |
|
|
2024
Q2 | $620K | Sell |
7,215
-3,518
| -33% | -$302K | 0.09% | 188 |
|
|
2024
Q1 | $1.31M | Buy |
10,733
+1,846
| +21% | +$226K | 0.2% | 92 |
|
|
2023
Q4 | $802K | Buy |
8,887
+2,543
| +40% | +$230K | 0.18% | 115 |
|
|
2023
Q3 | $516K | Sell |
6,344
-755
| -11% | -$61.4K | 0.18% | 127 |
|
|
2023
Q2 | $634K | Buy |
7,099
+674
| +10% | +$60.2K | 0.23% | 106 |
|
|
2023
Q1 | $646K | Buy |
+6,425
| New | +$646K | 0.27% | 91 |
|