FPAS
Focus Partners Advisor Solutions’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.18M | Buy |
49,820
+1,602
| +3% | +$199K | 0.08% | 119 |
|
|
2025
Q1 | $4.76M | Buy |
48,218
+5,403
| +13% | +$533K | 0.07% | 137 |
|
|
2024
Q4 | $4.77M | Buy |
42,815
+12,024
| +39% | +$1.34M | 0.08% | 127 |
|
|
2024
Q3 | $2.96M | Buy |
30,791
+2,401
| +8% | +$231K | 0.06% | 143 |
|
|
2024
Q2 | $2.82M | Sell |
28,390
-1,925
| -6% | -$191K | 0.07% | 131 |
|
|
2024
Q1 | $3.71M | Buy |
30,315
+18,507
| +157% | +$2.26M | 0.11% | 105 |
|
|
2023
Q4 | $1.07M | Sell |
11,808
-5,567
| -32% | -$503K | 0.05% | 162 |
|
|
2023
Q3 | $1.41M | Buy |
17,375
+5,939
| +52% | +$481K | 0.07% | 140 |
|
|
2023
Q2 | $1.02M | Sell |
11,436
-1,640
| -13% | -$146K | 0.06% | 131 |
|
|
2023
Q1 | $1.31M | Buy |
13,076
+3,758
| +40% | +$376K | 0.08% | 103 |
|
|
2022
Q4 | $810K | Sell |
9,318
-2,219
| -19% | -$193K | 0.06% | 144 |
|
|
2022
Q3 | $1.09M | Buy |
11,537
+1,900
| +20% | +$179K | 0.06% | 143 |
|
|
2022
Q2 | $910K | Buy |
9,637
+3,348
| +53% | +$316K | 0.08% | 124 |
|
|
2022
Q1 | $863K | Buy |
+6,289
| New | +$863K | 0.09% | 117 |
|