Financial Advisors Network’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 | $254K | Buy |
+2,048
| New | +$254K | 0.04% | 164 |
|
|
2022
Q3 | – | Sell |
-2,228
| Closed | -$210K | – | 117 |
|
|
2022
Q2 | $210K | Sell |
2,228
-10
| -0.4% | -$943 | 0.06% | 111 |
|
|
2022
Q1 | $307K | Sell |
2,238
-383
| -15% | -$52.5K | 0.08% | 97 |
|
|
2021
Q4 | $406K | Buy |
2,621
+326
| +14% | +$50.5K | 0.09% | 99 |
|
|
2021
Q3 | $366K | Buy |
2,295
+336
| +17% | +$53.6K | 0.08% | 111 |
|
|
2021
Q2 | $344K | Buy |
1,959
+491
| +33% | +$86.2K | 0.1% | 96 |
|
|
2021
Q1 | $271K | Buy |
1,468
+102
| +7% | +$18.8K | 0.09% | 103 |
|
|
2020
Q4 | $247K | Buy |
+1,366
| New | +$247K | 0.08% | 101 |
|
|
2017
Q1 | – | Sell |
-637
| Closed | -$70K | – | 184 |
|
|
2016
Q4 | $70K | Buy |
+637
| New | +$70K | 0.06% | 112 |
|