Foster Dykema Cabot & Partners’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 | $855K | Hold |
6,869
| – | – | 0.06% | 57 |
|
|
2025
Q1 | $678K | Sell |
6,869
-589
| -8% | -$58.1K | 0.05% | 61 |
|
|
2024
Q4 | $834K | Sell |
7,458
-409
| -5% | -$45.7K | 0.07% | 56 |
|
|
2024
Q3 | $757K | Hold |
7,867
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $781K | Sell |
7,867
-11
| -0.1% | -$1.09K | 0.07% | 45 |
|
|
2024
Q1 | $964K | Buy |
7,878
+71
| +0.9% | +$8.69K | 0.09% | 42 |
|
|
2023
Q4 | $707K | Buy |
+7,807
| New | +$707K | 0.07% | 47 |
|