FCMC
Founders Capital Management (Connecticut)’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
79,401
-3,893
| -5% | -$483K | 1.68% | 16 |
|
|
2025
Q1 | $8.22M | Sell |
83,294
-2,495
| -3% | -$246K | 1.51% | 17 |
|
|
2024
Q4 | $9.55M | Sell |
85,789
-1,112
| -1% | -$124K | 1.68% | 16 |
|
|
2024
Q3 | $8.36M | Sell |
86,901
-1,739
| -2% | -$167K | 1.45% | 18 |
|
|
2024
Q2 | $8.8M | Sell |
88,640
-2,989
| -3% | -$297K | 1.58% | 15 |
|
|
2024
Q1 | $11.2M | Sell |
91,629
-43
| -0% | -$5.26K | 2.07% | 15 |
|
|
2023
Q4 | $8.28M | Buy |
91,672
+227
| +0.2% | +$20.5K | 1.7% | 17 |
|
|
2023
Q3 | $7.41M | Buy |
91,445
+1,622
| +2% | +$131K | 1.68% | 18 |
|
|
2023
Q2 | $8.02M | Buy |
89,823
+453
| +0.5% | +$40.4K | 1.79% | 17 |
|
|
2023
Q1 | $8.95M | Sell |
89,370
-550
| -0.6% | -$55.1K | 2.23% | 16 |
|
|
2022
Q4 | $7.81M | Sell |
89,920
-540
| -0.6% | -$46.9K | 2.1% | 18 |
|
|
2022
Q3 | $8.53M | Sell |
90,460
-917
| -1% | -$86.5K | 2.39% | 15 |
|
|
2022
Q2 | $8.63M | Sell |
91,377
-659
| -0.7% | -$62.2K | 2.21% | 16 |
|
|
2022
Q1 | $12.6M | Buy |
92,036
+1,413
| +2% | +$194K | 2.71% | 13 |
|
|
2021
Q4 | $14M | Sell |
90,623
-1,891
| -2% | -$293K | 3.04% | 13 |
|
|
2021
Q3 | $15.7M | Sell |
92,514
-699
| -0.7% | -$118K | 3.95% | 5 |
|
|
2021
Q2 | $16.4M | Sell |
93,213
-2,330
| -2% | -$410K | 3.95% | 6 |
|
|
2021
Q1 | $17.6M | Buy |
95,543
+1,140
| +1% | +$210K | 4.42% | 5 |
|
|
2020
Q4 | $17.1M | Sell |
94,403
-1,542
| -2% | -$279K | 4.94% | 4 |
|
|
2020
Q3 | $11.9M | Sell |
95,945
-1,675
| -2% | -$208K | 3.78% | 9 |
|
|
2020
Q2 | $10.9M | Buy |
97,620
+251
| +0.3% | +$28K | 3.73% | 8 |
|
|
2020
Q1 | $9.41M | Buy |
97,369
+4,107
| +4% | +$397K | 3.74% | 8 |
|
|
2019
Q4 | $13.5M | Sell |
93,262
-390
| -0.4% | -$56.4K | 4.45% | 7 |
|
|
2019
Q3 | $12.2M | Sell |
93,652
-1,439
| -2% | -$187K | 4.34% | 8 |
|
|
2019
Q2 | $13.3M | Sell |
95,091
-2,504
| -3% | -$350K | 4.71% | 6 |
|
|
2019
Q1 | $10.8M | Buy |
97,595
+3,849
| +4% | +$427K | 3.97% | 9 |
|
|
2018
Q4 | $10.3M | Buy |
93,746
+2,340
| +3% | +$257K | 4.41% | 8 |
|
|
2018
Q3 | $10.7M | Buy |
91,406
+3,593
| +4% | +$420K | 4.36% | 7 |
|
|
2018
Q2 | $9.2M | Buy |
87,813
+9,519
| +12% | +$998K | 4.2% | 7 |
|
|
2018
Q1 | $7.72M | Buy |
78,294
+5,106
| +7% | +$504K | 3.55% | 10 |
|
|
2017
Q4 | $7.87M | Sell |
73,188
-423
| -0.6% | -$45.5K | 3.48% | 12 |
|
|
2017
Q3 | $7.26M | Buy |
73,611
+30
| +0% | +$2.96K | 3.45% | 11 |
|
|
2017
Q2 | $7.82M | Hold |
73,581
| – | – | 3.9% | 9 |
|
|
2017
Q1 | $8.34M | Buy |
73,581
+575
| +0.8% | +$65.2K | 4.27% | 6 |
|
|
2016
Q4 | $7.61M | Sell |
73,006
-355
| -0.5% | -$37K | 4.12% | 8 |
|
|
2016
Q3 | $6.81M | Buy |
73,361
+19,975
| +37% | +$1.85M | 3.81% | 9 |
|
|
2016
Q2 | $5.22M | Buy |
53,386
+200
| +0.4% | +$19.6K | 2.94% | 17 |
|
|
2016
Q1 | $5.28M | Buy |
53,186
+65
| +0.1% | +$6.46K | 3.07% | 16 |
|
|
2015
Q4 | $5.58M | Sell |
53,121
-65
| -0.1% | -$6.83K | 3.36% | 14 |
|
|
2015
Q3 | $5.44M | Sell |
53,186
-50
| -0.1% | -$5.11K | 3.51% | 12 |
|
|
2015
Q2 | $6.08M | Sell |
53,236
-50
| -0.1% | -$5.71K | 3.64% | 11 |
|
|
2015
Q1 | $5.59M | Buy |
53,286
+675
| +1% | +$70.8K | 3.34% | 13 |
|
|
2014
Q4 | $4.96M | Buy |
52,611
+220
| +0.4% | +$20.7K | 3.03% | 17 |
|
|
2014
Q3 | $4.66M | Buy |
52,391
+25
| +0% | +$2.23K | 2.98% | 17 |
|
|
2014
Q2 | $4.49M | Buy |
52,366
+10,130
| +24% | +$869K | 2.97% | 17 |
|
|
2014
Q1 | $3.38M | Sell |
42,236
-1,185
| -3% | -$94.9K | 2.71% | 19 |
|
|
2013
Q4 | $3.32M | Buy |
+43,421
| New | +$3.32M | 2.8% | 17 |
|