Fortis Capital 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 | $336K | Sell |
2,711
-953
| -26% | -$118K | 0.06% | 195 |
|
|
2025
Q1 | $362K | Buy |
3,664
+1,402
| +62% | +$138K | 0.07% | 188 |
|
|
2024
Q4 | $204K | Sell |
2,262
-194
| -8% | -$17.5K | 0.07% | 172 |
|
|
2024
Q3 | $236K | Sell |
2,456
-23
| -0.9% | -$2.21K | 0.08% | 159 |
|
|
2024
Q2 | $246K | Buy |
+2,479
| New | +$246K | 0.09% | 144 |
|
|
2023
Q2 | – | Sell |
-450
| Closed | -$45.1K | – | 232 |
|
|
2023
Q1 | $45.1K | Hold |
450
| – | – | 0.02% | 298 |
|
|
2022
Q4 | $39.1K | Buy |
+450
| New | +$39.1K | 0.02% | 322 |
|