Forum Financial 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 | $4.26M | Buy |
34,355
+1,610
| +5% | +$200K | 0.06% | 65 |
|
|
2025
Q1 | $3.23M | Buy |
32,745
+742
| +2% | +$73.2K | 0.05% | 76 |
|
|
2024
Q4 | $3.56M | Buy |
32,003
+7,565
| +31% | +$842K | 0.06% | 68 |
|
|
2024
Q3 | $2.35M | Buy |
24,438
+787
| +3% | +$75.7K | 0.04% | 89 |
|
|
2024
Q2 | $2.35M | Buy |
23,651
+202
| +0.9% | +$20.1K | 0.04% | 80 |
|
|
2024
Q1 | $2.87M | Buy |
23,449
+5,831
| +33% | +$713K | 0.05% | 84 |
|
|
2023
Q4 | $1.59M | Sell |
17,618
-13,131
| -43% | -$1.19M | 0.03% | 112 |
|
|
2023
Q3 | $2.49M | Buy |
30,749
+611
| +2% | +$49.5K | 0.06% | 71 |
|
|
2023
Q2 | $2.69M | Buy |
30,138
+1,120
| +4% | +$100K | 0.06% | 64 |
|
|
2023
Q1 | $2.91M | Sell |
29,018
-178
| -0.6% | -$17.8K | 0.08% | 57 |
|
|
2022
Q4 | $2.54M | Buy |
29,196
+384
| +1% | +$33.4K | 0.08% | 60 |
|
|
2022
Q3 | $2.72M | Buy |
28,812
+2,496
| +9% | +$235K | 0.13% | 46 |
|
|
2022
Q2 | $2.48M | Buy |
26,316
+8,436
| +47% | +$796K | 0.13% | 50 |
|
|
2022
Q1 | $2.45M | Sell |
17,880
-2,472
| -12% | -$339K | 0.12% | 50 |
|
|
2021
Q4 | $3.15M | Buy |
+20,352
| New | +$3.15M | 0.16% | 38 |
|