FA
Fiducient Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+1,696
| New | +$210K | 0.03% | 146 |
|
|
2024
Q3 | – | Sell |
-3,283
| Closed | -$326K | – | 151 |
|
|
2024
Q2 | $326K | Buy |
3,283
+135
| +4% | +$13.4K | 0.05% | 111 |
|
|
2024
Q1 | $385K | Buy |
+3,148
| New | +$385K | 0.08% | 95 |
|
|
2023
Q4 | – | Sell |
-2,607
| Closed | -$211K | – | 115 |
|
|
2023
Q3 | $211K | Buy |
+2,607
| New | +$211K | 0.01% | 105 |
|
|
2021
Q4 | – | Sell |
-1,726
| Closed | -$292K | – | 70 |
|
|
2021
Q3 | $292K | Hold |
1,726
| – | – | 0.09% | 76 |
|
|
2021
Q2 | $303K | Hold |
1,726
| – | – | 0.09% | 59 |
|
|
2021
Q1 | $318K | Hold |
1,726
| – | – | 0.1% | 56 |
|
|
2020
Q4 | $313K | Buy |
+1,726
| New | +$313K | 0.12% | 56 |
|