FAG
Fortitude Advisory Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
2,554
-112
| -4% | -$13.9K | 0.18% | 124 |
|
|
2025
Q1 | $221K | Sell |
2,666
-446
| -14% | -$36.9K | 0.16% | 158 |
|
|
2024
Q4 | $347K | Sell |
3,112
-347
| -10% | -$38.6K | 0.21% | 107 |
|
|
2024
Q3 | $333K | Sell |
3,459
-169
| -5% | -$16.3K | 0.21% | 116 |
|
|
2024
Q2 | $360K | Sell |
3,628
-929
| -20% | -$92.2K | 0.22% | 100 |
|
|
2024
Q1 | $558K | Buy |
4,557
+331
| +8% | +$40.5K | 0.32% | 69 |
|
|
2023
Q4 | $382K | Sell |
4,226
-1,408
| -25% | -$127K | 0.23% | 98 |
|
|
2023
Q3 | $457K | Sell |
5,634
-228
| -4% | -$18.5K | 0.31% | 70 |
|
|
2023
Q2 | $523K | Sell |
5,862
-1,665
| -22% | -$149K | 0.38% | 58 |
|
|
2023
Q1 | $754K | Sell |
7,527
-93
| -1% | -$9.31K | 0.58% | 40 |
|
|
2022
Q4 | $662K | Buy |
7,620
+1,230
| +19% | +$107K | 0.56% | 42 |
|
|
2022
Q3 | $603K | Buy |
6,390
+9
| +0.1% | +$849 | 0.57% | 44 |
|
|
2022
Q2 | $602K | Sell |
6,381
-1,454
| -19% | -$137K | 0.55% | 46 |
|
|
2022
Q1 | $1.07M | Sell |
7,835
-72
| -0.9% | -$9.87K | 0.57% | 23 |
|
|
2021
Q4 | $1.23M | Buy |
+7,907
| New | +$1.23M | 0.62% | 22 |
|