Fortis Capital Management’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 | $8.17M | Buy |
65,863
+15,009
| +30% | +$1.86M | 1.27% | 18 |
|
|
2025
Q1 | $5.02M | Buy |
+50,854
| New | +$5.02M | 0.98% | 30 |
|
|
2024
Q1 | – | Sell |
-18,261
| Closed | -$1.65M | – | 127 |
|
|
2023
Q4 | $1.65M | Buy |
18,261
+144
| +0.8% | +$13K | 0.42% | 54 |
|
|
2023
Q3 | $1.47M | Buy |
+18,117
| New | +$1.47M | 0.46% | 36 |
|
|
2021
Q4 | – | Sell |
-11,973
| Closed | -$2.03M | – | 85 |
|
|
2021
Q3 | $2.03M | Hold |
11,973
| – | – | 1.08% | 31 |
|
|
2021
Q2 | $2.1M | Buy |
+11,973
| New | +$2.1M | 1.07% | 45 |
|
|
2020
Q1 | – | Sell |
-14,039
| Closed | -$2.03M | – | 42 |
|
|
2019
Q4 | $2.03M | Buy |
+14,039
| New | +$2.03M | 1.79% | 18 |
|