Financial Freedom LLC’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 | $348K | Buy |
2,809
+1
| +0% | +$124 | 0.19% | 79 |
|
2025
Q1 | $277K | Sell |
2,808
-16
| -0.6% | -$1.58K | 0.16% | 81 |
|
2024
Q4 | $314K | Hold |
2,824
| – | – | 0.17% | 74 |
|
2024
Q3 | $272K | Sell |
2,824
-326
| -10% | -$31.4K | 0.14% | 82 |
|
2024
Q2 | $313K | Buy |
3,150
+141
| +5% | +$14K | 0.18% | 76 |
|
2024
Q1 | $368K | Buy |
3,009
+3
| +0.1% | +$367 | 0.22% | 75 |
|
2023
Q4 | $271K | Hold |
3,006
| – | – | 0.17% | 77 |
|
2023
Q3 | $244K | Sell |
3,006
-27
| -0.9% | -$2.19K | 0.17% | 77 |
|
2023
Q2 | $271K | Hold |
3,033
| – | – | 0.19% | 72 |
|
2023
Q1 | $304K | Hold |
3,033
| – | – | 0.22% | 64 |
|
2022
Q4 | $263K | Buy |
+3,033
| New | +$263K | 0.18% | 63 |
|