Fortis Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $348K | Buy |
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|
2025
Q4 | $328K | Buy |
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|
2025
Q3 | $309K | Sell |
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|
2025
Q2 | $336K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $45.1K | Hold |
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|
2022
Q4 | $39.1K | Buy |
|