FMA Wealth Management’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 | $273K | Buy |
+2,200
| New | +$273K | 0.2% | 33 |
|
|
2025
Q1 | – | Sell |
-2,200
| Closed | -$245K | – | 44 |
|
|
2024
Q4 | $245K | Hold |
2,200
| – | – | 0.18% | 35 |
|
|
2024
Q3 | $212K | Hold |
2,200
| – | – | 0.15% | 41 |
|
|
2024
Q2 | $218K | Hold |
2,200
| – | – | 0.18% | 40 |
|
|
2024
Q1 | $269K | Buy |
+2,200
| New | +$269K | 0.22% | 36 |
|