Foguth 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 | $351K | Sell |
2,833
-6
| -0.2% | -$744 | 0.08% | 99 |
|
|
2025
Q1 | $280K | Buy |
2,839
+119
| +4% | +$11.7K | 0.07% | 121 |
|
|
2024
Q4 | $305K | Buy |
2,720
+198
| +8% | +$22.2K | 0.08% | 111 |
|
|
2024
Q3 | $233K | Buy |
2,522
+13
| +0.5% | +$1.2K | 0.08% | 118 |
|
|
2024
Q2 | $249K | Buy |
2,509
+136
| +6% | +$13.5K | 0.11% | 115 |
|
|
2024
Q1 | $290K | Buy |
+2,373
| New | +$290K | 0.16% | 103 |
|