FAFN
First Affirmative Financial Network’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $363K | Sell |
3,679
-53
| -1% | -$5.23K | 0.22% | 130 |
|
|
2024
Q4 | $416K | Sell |
3,732
-188
| -5% | -$20.9K | 0.24% | 112 |
|
|
2024
Q3 | $377K | Sell |
3,920
-788
| -17% | -$75.8K | 0.21% | 133 |
|
|
2024
Q2 | $467K | Buy |
4,708
+665
| +16% | +$66K | 0.32% | 87 |
|
|
2024
Q1 | $495K | Buy |
4,043
+50
| +1% | +$6.12K | 0.36% | 79 |
|
|
2023
Q4 | $361K | Buy |
3,993
+163
| +4% | +$14.7K | 0.29% | 113 |
|
|
2023
Q3 | $310K | Sell |
3,830
-899
| -19% | -$72.9K | 0.3% | 108 |
|
|
2023
Q2 | $422K | Buy |
4,729
+844
| +22% | +$75.4K | 0.42% | 63 |
|
|
2023
Q1 | $389K | Buy |
3,885
+234
| +6% | +$23.4K | 0.45% | 70 |
|
|
2022
Q4 | $317K | Sell |
3,651
-676
| -16% | -$58.7K | 0.38% | 79 |
|
|
2022
Q3 | $408K | Sell |
4,327
-94
| -2% | -$8.86K | 0.52% | 48 |
|
|
2022
Q2 | $417K | Sell |
4,421
-182
| -4% | -$17.2K | 0.47% | 55 |
|
|
2022
Q1 | $631K | Buy |
4,603
+130
| +3% | +$17.8K | 0.61% | 36 |
|
|
2021
Q4 | $693K | Buy |
4,473
+293
| +7% | +$45.4K | 0.63% | 31 |
|
|
2021
Q3 | $707K | Buy |
+4,180
| New | +$707K | 0.73% | 27 |
|