FAM
Formidable Asset Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Sell |
6,593
-60
| -0.9% | -$5.92K | 0.11% | 183 |
|
|
2025
Q1 | $657K | Sell |
6,653
-234
| -3% | -$23.1K | 0.11% | 188 |
|
|
2024
Q4 | $767K | Sell |
6,887
-317
| -4% | -$35.3K | 0.13% | 154 |
|
|
2024
Q3 | $693K | Sell |
7,204
-548
| -7% | -$52.7K | 0.11% | 176 |
|
|
2024
Q2 | $770K | Sell |
7,752
-289
| -4% | -$28.7K | 0.12% | 157 |
|
|
2024
Q1 | $984K | Buy |
8,041
+1,309
| +19% | +$160K | 0.16% | 131 |
|
|
2023
Q4 | $608K | Sell |
6,732
-18
| -0.3% | -$1.63K | 0.13% | 155 |
|
|
2023
Q3 | $547K | Buy |
6,750
+159
| +2% | +$12.9K | 0.12% | 161 |
|
|
2023
Q2 | $588K | Buy |
6,591
+23
| +0.4% | +$2.05K | 0.13% | 152 |
|
|
2023
Q1 | $656K | Sell |
6,568
-48
| -0.7% | -$4.79K | 0.14% | 145 |
|
|
2022
Q4 | $575K | Sell |
6,616
-242
| -4% | -$21K | 0.13% | 146 |
|
|
2022
Q3 | $716K | Sell |
6,858
-1,186
| -15% | -$124K | 0.17% | 108 |
|
|
2022
Q2 | $784K | Sell |
8,044
-585
| -7% | -$57K | 0.18% | 107 |
|
|
2022
Q1 | $1.18M | Sell |
8,629
-47
| -0.5% | -$6.45K | 0.23% | 86 |
|
|
2021
Q4 | $1.35M | Sell |
8,676
-45
| -0.5% | -$7K | 0.26% | 75 |
|
|
2021
Q3 | $1.48M | Sell |
8,721
-2,923
| -25% | -$494K | 0.28% | 74 |
|
|
2021
Q2 | $2.09M | Buy |
11,644
+2,508
| +27% | +$450K | 0.45% | 41 |
|
|
2021
Q1 | $1.72M | Sell |
9,136
-167
| -2% | -$31.4K | 0.37% | 56 |
|
|
2020
Q4 | $1.66M | Buy |
9,303
+636
| +7% | +$114K | 0.39% | 53 |
|
|
2020
Q3 | $1.07M | Sell |
8,667
-48
| -0.6% | -$5.9K | 0.31% | 75 |
|
|
2020
Q2 | $1.03M | Sell |
8,715
-164
| -2% | -$19.4K | 0.3% | 76 |
|
|
2020
Q1 | $857K | Sell |
8,879
-4,367
| -33% | -$422K | 0.34% | 68 |
|
|
2019
Q4 | $1.9M | Buy |
13,246
+11,534
| +674% | +$1.66M | 0.6% | 32 |
|
|
2019
Q3 | $223K | Sell |
1,712
-9,598
| -85% | -$1.25M | 0.21% | 83 |
|
|
2019
Q2 | $1.61M | Sell |
11,310
-1,417
| -11% | -$202K | 0.55% | 39 |
|
|
2019
Q1 | $426K | Buy |
+12,727
| New | +$426K | 0.17% | 108 |
|
|
2017
Q4 | – | Sell |
-6,526
| Closed | -$643K | – | 129 |
|
|
2017
Q3 | $643K | Buy |
6,526
+87
| +1% | +$8.57K | 0.27% | 88 |
|
|
2017
Q2 | $684K | Sell |
6,439
-203
| -3% | -$21.6K | 0.34% | 69 |
|
|
2017
Q1 | $740K | Sell |
6,642
-692
| -9% | -$77.1K | 0.32% | 73 |
|
|
2016
Q4 | $764K | Sell |
7,334
-393
| -5% | -$40.9K | 0.39% | 59 |
|
|
2016
Q3 | $718K | Buy |
7,727
+40
| +0.5% | +$3.72K | 0.36% | 66 |
|
|
2016
Q2 | $755K | Buy |
7,687
+34
| +0.4% | +$3.34K | 0.42% | 53 |
|
|
2016
Q1 | $800K | Sell |
7,653
-860
| -10% | -$89.9K | 0.56% | 35 |
|
|
2015
Q4 | $854K | Sell |
8,513
-290
| -3% | -$29.1K | 0.59% | 33 |
|
|
2015
Q3 | $899K | Sell |
8,803
-75
| -0.8% | -$7.66K | 0.6% | 35 |
|
|
2015
Q2 | $1.01M | Sell |
8,878
-200
| -2% | -$22.8K | 0.65% | 35 |
|
|
2015
Q1 | $992K | Sell |
9,078
-180
| -2% | -$19.7K | 0.65% | 32 |
|
|
2014
Q4 | $872K | Sell |
9,258
-95
| -1% | -$8.95K | 0.6% | 37 |
|
|
2014
Q3 | $858K | Sell |
9,353
-998
| -10% | -$91.6K | 0.57% | 39 |
|
|
2014
Q2 | $887K | Sell |
10,351
-190
| -2% | -$16.3K | 0.54% | 36 |
|
|
2014
Q1 | $820K | Sell |
10,541
-75
| -0.7% | -$5.83K | 0.57% | 35 |
|
|
2013
Q4 | $803K | Sell |
10,616
-165
| -2% | -$12.5K | 0.54% | 38 |
|
|
2013
Q3 | $699K | Buy |
+10,781
| New | +$699K | 0.6% | 41 |
|