First National Advisers’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 | $2.96M | Buy |
23,867
+10,144
| +74% | +$1.26M | 0.43% | 66 |
|
|
2025
Q1 | $1.35M | Buy |
13,723
+1,853
| +16% | +$183K | 0.22% | 119 |
|
|
2024
Q4 | $1.32M | Sell |
11,870
-1,445
| -11% | -$161K | 0.21% | 119 |
|
|
2024
Q3 | $1.28M | Buy |
13,315
+861
| +7% | +$82.8K | 0.2% | 122 |
|
|
2024
Q2 | $1.24M | Buy |
12,454
+619
| +5% | +$61.5K | 0.23% | 120 |
|
|
2024
Q1 | $1.45M | Buy |
11,835
+3,756
| +46% | +$460K | 0.32% | 103 |
|
|
2023
Q4 | $729K | Buy |
8,079
+3,200
| +66% | +$289K | 0.21% | 120 |
|
|
2023
Q3 | $395K | Buy |
+4,879
| New | +$395K | 0.18% | 125 |
|
|
2022
Q4 | – | Sell |
-1,408
| Closed | -$133K | – | 115 |
|
|
2022
Q3 | $133K | Buy |
+1,408
| New | +$133K | 0.2% | 113 |
|