Fortis Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $426K | Sell |
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|
2025
Q2 | $623K | Buy |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $481K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $529K | Hold |
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|
2023
Q4 | $390K | Hold |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $100K | Buy |
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|
2020
Q3 | $62K | Sell |
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|
2020
Q2 | $112K | Sell |
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|
2020
Q1 | $119K | Sell |
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|
2019
Q4 | $191K | Buy |
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|
2019
Q3 | $160K | Buy |
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|
2019
Q2 | $152K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $127K | Sell |
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|
2018
Q2 | $118K | Hold |
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|
2018
Q1 | $113K | Hold |
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|
2017
Q4 | $121K | Buy |
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|
2017
Q3 | $99K | Buy |
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