Fiduciary Family Office’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 | $786K | Sell |
6,342
-2,620
| -29% | -$325K | 0.26% | 79 |
|
|
2025
Q1 | $885K | Buy |
+8,962
| New | +$885K | 0.29% | 71 |
|
|
2024
Q4 | – | Sell |
-5,444
| Closed | -$524K | – | 115 |
|
|
2024
Q3 | $524K | Sell |
5,444
-538
| -9% | -$51.8K | 0.17% | 126 |
|
|
2024
Q2 | $594K | Sell |
5,982
-1,375
| -19% | -$137K | 0.23% | 110 |
|
|
2024
Q1 | $900K | Sell |
7,357
-93
| -1% | -$11.4K | 0.35% | 79 |
|
|
2023
Q4 | $673K | Buy |
+7,450
| New | +$673K | 0.29% | 79 |
|