Fortis Group 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 | $294K | Sell |
2,453
-23
| -0.9% | -$2.76K | 0.05% | 187 |
|
|
2025
Q1 | $244K | Sell |
2,476
-239
| -9% | -$23.6K | 0.05% | 175 |
|
|
2024
Q4 | $302K | Buy |
2,715
+82
| +3% | +$9.13K | 0.06% | 162 |
|
|
2024
Q3 | $253K | Sell |
2,633
-29
| -1% | -$2.79K | 0.05% | 166 |
|
|
2024
Q2 | $264K | Sell |
2,662
-98
| -4% | -$9.73K | 0.05% | 161 |
|
|
2024
Q1 | $338K | Buy |
2,760
+2,012
| +269% | +$246K | 0.06% | 154 |
|
|
2023
Q4 | $67.5K | Buy |
748
+374
| +100% | +$33.8K | 0.02% | 158 |
|
|
2023
Q3 | $30.3K | Buy |
+374
| New | +$30.3K | 0.01% | 159 |
|
|
2020
Q3 | $516K | Buy |
+4,166
| New | +$516K | 0.1% | 101 |
|