Focus Partners Wealth’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 | $80.3M | Buy |
647,851
+11,956
| +2% | +$1.48M | 0.17% | 128 |
|
|
2025
Q1 | $62.7M | Buy |
635,895
+19,616
| +3% | +$1.94M | 0.16% | 133 |
|
|
2024
Q4 | $68.6M | Buy |
616,279
+43,404
| +8% | +$4.83M | 0.18% | 118 |
|
|
2024
Q3 | $55.1M | Sell |
572,875
-657,551
| -53% | -$63.3M | 0.18% | 123 |
|
|
2024
Q2 | $122M | Buy |
1,230,426
+1,083,977
| +740% | +$108M | 0.41% | 56 |
|
|
2024
Q1 | $17.9M | Buy |
146,449
+79,234
| +118% | +$9.7M | 0.15% | 157 |
|
|
2023
Q4 | $6.07M | Buy |
+67,215
| New | +$6.07M | 0.08% | 207 |
|