FPCP
Fort Point Capital Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
2,728
+194
| +8% | +$24.2K | 0.02% | 253 |
|
|
2025
Q1 | $250K | Sell |
2,534
-101
| -4% | -$9.97K | 0.03% | 277 |
|
|
2024
Q4 | $293K | Sell |
2,635
-327
| -11% | -$36.4K | 0.03% | 257 |
|
|
2024
Q3 | $285K | Buy |
2,962
+169
| +6% | +$16.3K | 0.04% | 240 |
|
|
2024
Q2 | $277K | Sell |
2,793
-34
| -1% | -$3.38K | 0.04% | 264 |
|
|
2024
Q1 | $346K | Sell |
2,827
-1,047
| -27% | -$128K | 0.05% | 233 |
|
|
2023
Q4 | $350K | Sell |
3,874
-34
| -0.9% | -$3.07K | 0.05% | 212 |
|
|
2023
Q3 | $317K | Buy |
3,908
+1,554
| +66% | +$126K | 0.05% | 197 |
|
|
2023
Q2 | $210K | Buy |
2,354
+41
| +2% | +$3.66K | 0.03% | 247 |
|
|
2023
Q1 | $232K | Buy |
+2,313
| New | +$232K | 0.04% | 237 |
|
|
2022
Q4 | – | Sell |
-2,254
| Closed | -$213K | – | 260 |
|
|
2022
Q3 | $213K | Sell |
2,254
-1,346
| -37% | -$127K | 0.04% | 243 |
|
|
2022
Q2 | $340K | Sell |
3,600
-554
| -13% | -$52.3K | 0.06% | 193 |
|
|
2022
Q1 | $570K | Buy |
4,154
+520
| +14% | +$71.4K | 0.08% | 149 |
|
|
2021
Q4 | $563K | Buy |
3,634
+242
| +7% | +$37.5K | 0.08% | 142 |
|
|
2021
Q3 | $574K | Buy |
3,392
+444
| +15% | +$75.1K | 0.09% | 118 |
|
|
2021
Q2 | $518K | Buy |
2,948
+100
| +4% | +$17.6K | 0.1% | 87 |
|
|
2021
Q1 | $526K | Hold |
2,848
| – | – | 0.11% | 77 |
|
|
2020
Q4 | $516K | Buy |
2,848
+102
| +4% | +$18.5K | 0.12% | 76 |
|
|
2020
Q3 | $341K | Sell |
2,746
-239
| -8% | -$29.7K | 0.09% | 89 |
|
|
2020
Q2 | $333K | Sell |
2,985
-1,350
| -31% | -$151K | 0.1% | 89 |
|
|
2020
Q1 | $419K | Buy |
4,335
+613
| +16% | +$59.3K | 0.18% | 53 |
|
|
2019
Q4 | $538K | Hold |
3,722
| – | – | 0.19% | 58 |
|
|
2019
Q3 | $485K | Buy |
3,722
+1,900
| +104% | +$248K | 0.18% | 57 |
|
|
2019
Q2 | $254K | Buy |
+1,822
| New | +$254K | 0.1% | 87 |
|
|
2019
Q1 | – | Sell |
-2,715
| Closed | -$298K | – | 112 |
|
|
2018
Q4 | $298K | Hold |
2,715
| – | – | 0.12% | 103 |
|
|
2018
Q3 | $317K | Buy |
+2,715
| New | +$317K | 0.1% | 102 |
|
|
2018
Q2 | – | Sell |
-3,585
| Closed | -$360K | – | 133 |
|
|
2018
Q1 | $360K | Buy |
+3,585
| New | +$360K | 0.13% | 105 |
|
|
2017
Q2 | – | Sell |
-3,245
| Closed | -$368K | – | 103 |
|
|
2017
Q1 | $368K | Buy |
+3,245
| New | +$368K | 0.19% | 68 |
|
|
2016
Q4 | – | Sell |
-3,732
| Closed | -$347K | – | 117 |
|
|
2016
Q3 | $347K | Buy |
3,732
+1,429
| +62% | +$133K | 0.16% | 91 |
|
|
2016
Q2 | $225K | Buy |
+2,303
| New | +$225K | 0.11% | 102 |
|
|
2016
Q1 | – | Sell |
-2,418
| Closed | -$254K | – | 121 |
|
|
2015
Q4 | $254K | Buy |
+2,418
| New | +$254K | 0.13% | 92 |
|
|
2014
Q2 | – | Sell |
-3,000
| Closed | -$240K | – | 41 |
|
|
2014
Q1 | $240K | Buy |
+3,000
| New | +$240K | 0.23% | 35 |
|