Fortis Advisors’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 | $623K | Buy |
5,022
+200
| +4% | +$24.8K | 0.4% | 49 |
|
|
2025
Q1 | $476K | Buy |
4,822
+500
| +12% | +$49.4K | 0.31% | 62 |
|
|
2024
Q4 | $481K | Hold |
4,322
| – | – | 0.32% | 57 |
|
|
2024
Q3 | $416K | Hold |
4,322
| – | – | 0.27% | 63 |
|
|
2024
Q2 | $429K | Hold |
4,322
| – | – | 0.3% | 55 |
|
|
2024
Q1 | $529K | Hold |
4,322
| – | – | 0.35% | 43 |
|
|
2023
Q4 | $390K | Hold |
4,322
| – | – | 0.28% | 57 |
|
|
2023
Q3 | $350K | Sell |
4,322
-1,000
| -19% | -$81.1K | 0.26% | 62 |
|
|
2023
Q2 | $475K | Buy |
5,322
+222
| +4% | +$19.8K | 0.34% | 42 |
|
|
2023
Q1 | $511K | Buy |
5,100
+1,000
| +24% | +$100K | 0.33% | 42 |
|
|
2022
Q4 | $356K | Hold |
4,100
| – | – | 0.27% | 59 |
|
|
2022
Q3 | $387K | Buy |
4,100
+404
| +11% | +$38.1K | 0.28% | 52 |
|
|
2022
Q2 | $349K | Buy |
3,696
+971
| +36% | +$91.7K | 0.23% | 63 |
|
|
2022
Q1 | $374K | Buy |
2,725
+400
| +17% | +$54.9K | 0.21% | 71 |
|
|
2021
Q4 | $360K | Buy |
2,325
+175
| +8% | +$27.1K | 0.21% | 70 |
|
|
2021
Q3 | $364K | Hold |
2,150
| – | – | 0.22% | 65 |
|
|
2021
Q2 | $378K | Buy |
2,150
+1,600
| +291% | +$281K | 0.22% | 69 |
|
|
2021
Q1 | $101K | Hold |
550
| – | – | 0.07% | 102 |
|
|
2020
Q4 | $100K | Buy |
550
+50
| +10% | +$9.09K | 0.09% | 83 |
|
|
2020
Q3 | $62K | Sell |
500
-500
| -50% | -$62K | 0.06% | 93 |
|
|
2020
Q2 | $112K | Sell |
1,000
-229
| -19% | -$25.6K | 0.11% | 77 |
|
|
2020
Q1 | $119K | Sell |
1,229
-90
| -7% | -$8.71K | 0.08% | 133 |
|
|
2019
Q4 | $191K | Buy |
1,319
+94
| +8% | +$13.6K | 0.12% | 125 |
|
|
2019
Q3 | $160K | Buy |
1,225
+135
| +12% | +$17.6K | 0.08% | 149 |
|
|
2019
Q2 | $152K | Hold |
1,090
| – | – | 0.07% | 148 |
|
|
2019
Q1 | $121K | Hold |
1,090
| – | – | 0.06% | 160 |
|
|
2018
Q4 | $120K | Hold |
1,090
| – | – | 0.07% | 154 |
|
|
2018
Q3 | $127K | Sell |
1,090
-40
| -4% | -$4.66K | 0.07% | 127 |
|
|
2018
Q2 | $118K | Hold |
1,130
| – | – | 0.07% | 137 |
|
|
2018
Q1 | $113K | Hold |
1,130
| – | – | 0.06% | 124 |
|
|
2017
Q4 | $121K | Buy |
1,130
+130
| +13% | +$13.9K | 0.07% | 117 |
|
|
2017
Q3 | $99K | Buy |
+1,000
| New | +$99K | 0.07% | 122 |
|