FMB 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 | $274K | Sell |
2,206
-167
| -7% | -$20.7K | 0.13% | 62 |
|
|
2025
Q1 | $234K | Buy |
2,373
+467
| +25% | +$46.1K | 0.13% | 65 |
|
|
2024
Q4 | $212K | Buy |
+1,906
| New | +$212K | 0.12% | 65 |
|
|
2024
Q2 | – | Sell |
-1,981
| Closed | -$242K | – | 70 |
|
|
2024
Q1 | $242K | Buy |
+1,981
| New | +$242K | 0.19% | 59 |
|
|
2023
Q2 | – | Sell |
-2,029
| Closed | -$203K | – | 54 |
|
|
2023
Q1 | $203K | Sell |
2,029
-303
| -13% | -$30.3K | 0.24% | 48 |
|
|
2022
Q4 | $203K | Buy |
+2,332
| New | +$203K | 0.26% | 52 |
|