FWP
Firethorn Wealth Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
2,199
-290
| -12% | -$36K | 0.12% | 137 |
|
|
2025
Q1 | $246K | Sell |
2,489
-96
| -4% | -$9.48K | 0.12% | 141 |
|
|
2024
Q4 | $288K | Sell |
2,585
-244
| -9% | -$27.2K | 0.14% | 117 |
|
|
2024
Q3 | $272K | Sell |
2,829
-437
| -13% | -$42K | 0.14% | 118 |
|
|
2024
Q2 | $324K | Sell |
3,266
-236
| -7% | -$23.4K | 0.18% | 107 |
|
|
2024
Q1 | $428K | Sell |
3,502
-70
| -2% | -$8.56K | 0.25% | 87 |
|
|
2023
Q4 | $323K | Buy |
3,572
+165
| +5% | +$14.9K | 0.21% | 95 |
|
|
2023
Q3 | $276K | Buy |
3,407
+760
| +29% | +$61.6K | 0.21% | 93 |
|
|
2023
Q2 | $236K | Buy |
2,647
+99
| +4% | +$8.84K | 0.18% | 99 |
|
|
2023
Q1 | $260K | Buy |
2,548
+2
| +0.1% | +$204 | 0.2% | 87 |
|
|
2022
Q4 | $221K | Buy |
+2,546
| New | +$221K | 0.19% | 106 |
|
|
2022
Q3 | – | Sell |
-2,371
| Closed | -$252K | – | 125 |
|
|
2022
Q2 | $252K | Sell |
2,371
-147
| -6% | -$15.6K | 0.2% | 99 |
|
|
2022
Q1 | $345K | Buy |
2,518
+15
| +0.6% | +$2.06K | 0.26% | 80 |
|
|
2021
Q4 | $388K | Buy |
+2,503
| New | +$388K | 0.29% | 79 |
|
|
2021
Q2 | $496K | Buy |
2,825
+328
| +13% | +$57.6K | 0.42% | 57 |
|
|
2021
Q1 | $461K | Sell |
2,497
-80
| -3% | -$14.8K | 0.43% | 60 |
|
|
2020
Q4 | $467K | Buy |
+2,577
| New | +$467K | 0.5% | 48 |
|