Foster Victor Wealth 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 | $230K | Buy |
+1,911
| New | +$230K | 0.02% | 182 |
|
|
2024
Q4 | – | Sell |
-2,422
| Closed | -$227K | – | 195 |
|
|
2024
Q3 | $227K | Buy |
2,422
+39
| +2% | +$3.65K | 0.02% | 181 |
|
|
2024
Q2 | $235K | Sell |
2,383
-2,421
| -50% | -$238K | 0.02% | 175 |
|
|
2024
Q1 | $563K | Buy |
4,804
+1,676
| +54% | +$196K | 0.05% | 113 |
|
|
2023
Q4 | $286K | Sell |
3,128
-122
| -4% | -$11.2K | 0.03% | 139 |
|
|
2023
Q3 | $270K | Buy |
3,250
+113
| +4% | +$9.37K | 0.03% | 127 |
|
|
2023
Q2 | $282K | Buy |
3,137
+139
| +5% | +$12.5K | 0.03% | 129 |
|
|
2023
Q1 | $298K | Sell |
2,998
-134
| -4% | -$13.3K | 0.04% | 129 |
|
|
2022
Q4 | $294K | Buy |
3,132
+345
| +12% | +$32.4K | 0.04% | 121 |
|
|
2022
Q3 | $279K | Buy |
2,787
+530
| +23% | +$53.1K | 0.04% | 118 |
|
|
2022
Q2 | $217K | Buy |
2,257
+290
| +15% | +$27.9K | 0.03% | 125 |
|
|
2022
Q1 | $261K | Buy |
1,967
+50
| +3% | +$6.63K | 0.04% | 117 |
|
|
2021
Q4 | $303K | Buy |
1,917
+215
| +13% | +$34K | 0.04% | 116 |
|
|
2021
Q3 | $288K | Buy |
1,702
+52
| +3% | +$8.8K | 0.05% | 117 |
|
|
2021
Q2 | $290K | Buy |
1,650
+353
| +27% | +$62K | 0.05% | 122 |
|
|
2021
Q1 | $241K | Sell |
1,297
-41
| -3% | -$7.62K | 0.04% | 126 |
|
|
2020
Q4 | $242K | Buy |
+1,338
| New | +$242K | 0.06% | 125 |
|
|
2020
Q1 | – | Sell |
-1,926
| Closed | -$280K | – | 97 |
|
|
2019
Q4 | $280K | Sell |
1,926
-34
| -2% | -$4.94K | 0.12% | 91 |
|
|
2019
Q3 | $257K | Buy |
1,960
+238
| +14% | +$31.2K | 0.14% | 79 |
|
|
2019
Q2 | $243K | Buy |
+1,722
| New | +$243K | 0.18% | 78 |
|