Foundations Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
20,773
-3,956
| -16% | -$491K | 0.04% | 277 |
|
|
2025
Q1 | $2.44M | Sell |
24,729
-1,136
| -4% | -$112K | 0.05% | 268 |
|
|
2024
Q4 | $2.88M | Buy |
25,865
+1,442
| +6% | +$161K | 0.06% | 237 |
|
|
2024
Q3 | $2.35M | Sell |
24,423
-543
| -2% | -$52.2K | 0.05% | 249 |
|
|
2024
Q2 | $2.48M | Buy |
24,966
+1,844
| +8% | +$183K | 0.06% | 216 |
|
|
2024
Q1 | $2.83M | Buy |
23,122
+849
| +4% | +$104K | 0.07% | 203 |
|
|
2023
Q4 | $2.16M | Sell |
22,273
-17,295
| -44% | -$1.68M | 0.06% | 217 |
|
|
2023
Q3 | $3.21M | Buy |
39,568
+6,123
| +18% | +$496K | 0.1% | 161 |
|
|
2023
Q2 | $2.99M | Buy |
33,445
+13,004
| +64% | +$1.16M | 0.1% | 150 |
|
|
2023
Q1 | $2.05M | Buy |
20,441
+1,095
| +6% | +$110K | 0.07% | 161 |
|
|
2022
Q4 | $1.68M | Sell |
19,346
-3,405
| -15% | -$296K | 0.07% | 157 |
|
|
2022
Q3 | $2.15M | Buy |
22,751
+2,921
| +15% | +$276K | 0.09% | 94 |
|
|
2022
Q2 | $1.91M | Buy |
19,830
+10,410
| +111% | +$1M | 0.08% | 100 |
|
|
2022
Q1 | $1.23M | Buy |
9,420
+401
| +4% | +$52.3K | 0.05% | 113 |
|
|
2021
Q4 | $1.42M | Buy |
9,019
+1,412
| +19% | +$223K | 0.05% | 103 |
|
|
2021
Q3 | $1.33M | Buy |
7,607
+204
| +3% | +$35.6K | 0.06% | 94 |
|
|
2021
Q2 | $1.31M | Buy |
7,403
+247
| +3% | +$43.7K | 0.06% | 91 |
|
|
2021
Q1 | $1.34M | Buy |
7,156
+3,032
| +74% | +$569K | 0.08% | 77 |
|
|
2020
Q4 | $737K | Sell |
4,124
-442
| -10% | -$79K | 0.05% | 88 |
|
|
2020
Q3 | $560K | Buy |
4,566
+946
| +26% | +$116K | 0.12% | 97 |
|
|
2020
Q2 | $406K | Buy |
3,620
+1,494
| +70% | +$168K | 0.04% | 112 |
|
|
2020
Q1 | $202K | Buy |
2,126
+257
| +14% | +$24.4K | 0.02% | 109 |
|
|
2019
Q4 | $272K | Buy |
1,869
+47
| +3% | +$6.84K | 0.03% | 111 |
|
|
2019
Q3 | $234K | Buy |
+1,822
| New | +$234K | 0.03% | 118 |
|