Florida Financial Advisors’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 | $451K | Buy |
3,635
+789
| +28% | +$97.8K | 0.15% | 151 |
|
2025
Q1 | $280K | Sell |
2,846
-471
| -14% | -$46.3K | 0.11% | 185 |
|
2024
Q4 | $357K | Buy |
3,317
+1,055
| +47% | +$113K | 0.16% | 126 |
|
2024
Q3 | $213K | Buy |
+2,262
| New | +$213K | 0.11% | 166 |
|
2024
Q2 | – | Sell |
-2,629
| Closed | -$322K | – | 149 |
|
2024
Q1 | $322K | Buy |
+2,629
| New | +$322K | 0.24% | 78 |
|