FA
Fiduciary Alliance’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.24M | Buy |
66,445
+8,467
| +15% | +$1.05M | 0.61% | 38 |
|
|
2025
Q1 | $5.72M | Buy |
57,978
+5,870
| +11% | +$579K | 0.56% | 47 |
|
|
2024
Q4 | $5.8M | Buy |
52,108
+643
| +1% | +$71.6K | 0.59% | 48 |
|
|
2024
Q3 | $4.95M | Sell |
51,465
-21,983
| -30% | -$2.11M | 0.66% | 43 |
|
|
2024
Q2 | $7.2M | Buy |
73,448
+5,452
| +8% | +$534K | 1.17% | 28 |
|
|
2024
Q1 | $8.26M | Buy |
67,996
+21,375
| +46% | +$2.6M | 1.46% | 20 |
|
|
2023
Q4 | $4.21M | Buy |
46,621
+1,358
| +3% | +$123K | 0.83% | 36 |
|
|
2023
Q3 | $3.67M | Buy |
45,263
+1,915
| +4% | +$155K | 0.85% | 37 |
|
|
2023
Q2 | $3.87M | Sell |
43,348
-2,004
| -4% | -$179K | 0.83% | 36 |
|
|
2023
Q1 | $4.54M | Buy |
45,352
+1,837
| +4% | +$184K | 1.14% | 30 |
|
|
2022
Q4 | $3.78M | Buy |
+43,515
| New | +$3.78M | 0.98% | 34 |
|