Forza Wealth 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 | $985K | Buy |
7,943
+660
| +9% | +$81.8K | 0.4% | 61 |
|
|
2025
Q1 | $719K | Buy |
7,283
+110
| +2% | +$10.9K | 0.32% | 77 |
|
|
2024
Q4 | $799K | Buy |
7,173
+443
| +7% | +$49.3K | 0.36% | 70 |
|
|
2024
Q3 | $647K | Buy |
6,730
+809
| +14% | +$77.8K | 0.3% | 88 |
|
|
2024
Q2 | $588K | Buy |
5,921
+401
| +7% | +$39.8K | 0.3% | 91 |
|
|
2024
Q1 | $675K | Hold |
5,520
| – | – | 0.35% | 78 |
|
|
2023
Q4 | $498K | Sell |
5,520
-200
| -3% | -$18.1K | 0.28% | 105 |
|
|
2023
Q3 | $464K | Sell |
5,720
-400
| -7% | -$32.4K | 0.24% | 119 |
|
|
2023
Q2 | $546K | Sell |
6,120
-480
| -7% | -$42.9K | 0.28% | 105 |
|
|
2023
Q1 | $661K | Sell |
6,600
-74
| -1% | -$7.41K | 0.34% | 91 |
|
|
2022
Q4 | $580K | Buy |
+6,674
| New | +$580K | 0.38% | 69 |
|