Founders Financial Securities’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 | $2.19M | Sell |
17,646
-1,008
| -5% | -$125K | 0.17% | 120 |
|
|
2025
Q1 | $1.68M | Buy |
18,654
+5,895
| +46% | +$531K | 0.14% | 137 |
|
|
2024
Q4 | $1.42M | Buy |
12,759
+126
| +1% | +$14K | 0.13% | 142 |
|
|
2024
Q3 | $1.22M | Sell |
12,633
-1,970
| -13% | -$189K | 0.11% | 162 |
|
|
2024
Q2 | $1.45M | Buy |
14,603
+1,133
| +8% | +$112K | 0.14% | 136 |
|
|
2024
Q1 | $1.65M | Buy |
13,470
+1,235
| +10% | +$151K | 0.17% | 116 |
|
|
2023
Q4 | $1.1M | Sell |
12,235
-55
| -0.4% | -$4.97K | 0.12% | 148 |
|
|
2023
Q3 | $996K | Buy |
12,290
+595
| +5% | +$48.2K | 0.13% | 137 |
|
|
2023
Q2 | $1.04M | Buy |
11,695
+490
| +4% | +$43.7K | 0.14% | 132 |
|
|
2023
Q1 | $1.12M | Sell |
11,205
-1,459
| -12% | -$146K | 0.16% | 125 |
|
|
2022
Q4 | $1.1M | Sell |
12,664
-3,806
| -23% | -$331K | 0.17% | 125 |
|
|
2022
Q3 | $1.55M | Sell |
16,470
-43
| -0.3% | -$4.06K | 0.27% | 80 |
|
|
2022
Q2 | $1.56M | Buy |
16,513
+4,534
| +38% | +$428K | 0.3% | 69 |
|
|
2022
Q1 | $1.64M | Buy |
11,979
+541
| +5% | +$74.2K | 0.29% | 73 |
|
|
2021
Q4 | $1.77M | Buy |
11,438
+5
| +0% | +$775 | 0.32% | 71 |
|
|
2021
Q3 | $1.93M | Sell |
11,433
-139
| -1% | -$23.5K | 0.39% | 57 |
|
|
2021
Q2 | $2.03M | Sell |
11,572
-537
| -4% | -$94.4K | 0.4% | 52 |
|
|
2021
Q1 | $2.23M | Buy |
12,109
+2,228
| +23% | +$411K | 0.51% | 38 |
|
|
2020
Q4 | $1.79M | Buy |
9,881
+1,344
| +16% | +$243K | 0.43% | 44 |
|
|
2020
Q3 | $1.04M | Buy |
8,537
+1,283
| +18% | +$156K | 0.33% | 50 |
|
|
2020
Q2 | $821K | Buy |
7,254
+2,097
| +41% | +$237K | 0.27% | 67 |
|
|
2020
Q1 | $498K | Buy |
5,157
+492
| +11% | +$47.5K | 0.19% | 72 |
|
|
2019
Q4 | $675K | Buy |
4,665
+1,192
| +34% | +$172K | 0.23% | 66 |
|
|
2019
Q3 | $453K | Buy |
3,473
+407
| +13% | +$53.1K | 0.14% | 95 |
|
|
2019
Q2 | $428K | Buy |
3,066
+1,053
| +52% | +$147K | 0.14% | 87 |
|
|
2019
Q1 | $224K | Buy |
+2,013
| New | +$224K | 0.07% | 105 |
|