FFA
Founders Financial Alliance’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Sell |
7,168
-493
| -6% | -$61.1K | 0.2% | 109 |
|
|
2025
Q1 | $756K | Buy |
7,661
+289
| +4% | +$28.5K | 0.18% | 116 |
|
|
2024
Q4 | $821K | Buy |
7,372
+144
| +2% | +$16K | 0.23% | 96 |
|
|
2024
Q3 | $695K | Sell |
7,228
-24
| -0.3% | -$2.31K | 0.19% | 108 |
|
|
2024
Q2 | $720K | Sell |
7,252
-24
| -0.3% | -$2.38K | 0.21% | 101 |
|
|
2024
Q1 | $890K | Sell |
7,276
-904
| -11% | -$111K | 0.27% | 86 |
|
|
2023
Q4 | $739K | Sell |
8,180
-40
| -0.5% | -$3.61K | 0.29% | 80 |
|
|
2023
Q3 | $666K | Sell |
8,220
-702
| -8% | -$56.9K | 0.29% | 80 |
|
|
2023
Q2 | $797K | Sell |
8,922
-2,164
| -20% | -$193K | 0.31% | 78 |
|
|
2023
Q1 | $1.11M | Sell |
11,086
-95
| -0.8% | -$9.54K | 0.56% | 43 |
|
|
2022
Q4 | $971K | Sell |
11,181
-2,462
| -18% | -$214K | 0.45% | 57 |
|
|
2022
Q3 | $1.29M | Buy |
13,643
+625
| +5% | +$59K | 0.66% | 36 |
|
|
2022
Q2 | $1.23M | Sell |
13,018
-2,495
| -16% | -$236K | 0.62% | 38 |
|
|
2022
Q1 | $2.13M | Sell |
15,513
-1,815
| -10% | -$249K | 0.95% | 22 |
|
|
2021
Q4 | $2.68M | Buy |
17,328
+87
| +0.5% | +$13.5K | 1.08% | 12 |
|
|
2021
Q3 | $2.92M | Sell |
17,241
-565
| -3% | -$95.6K | 1.36% | 10 |
|
|
2021
Q2 | $3.14M | Buy |
17,806
+263
| +1% | +$46.3K | 1.43% | 9 |
|
|
2021
Q1 | $3.2M | Buy |
17,543
+1,960
| +13% | +$358K | 1.58% | 9 |
|
|
2020
Q4 | $2.83M | Buy |
15,583
+1,624
| +12% | +$295K | 1.6% | 9 |
|
|
2020
Q3 | $1.73M | Buy |
+13,959
| New | +$1.73M | 1.04% | 17 |
|