Fountainhead AM’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $496K | Sell |
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|
2025
Q2 | $558K | Buy |
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|
2025
Q1 | $402K | Buy |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $379K | Sell |
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|
2021
Q3 | $473K | Sell |
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|
2021
Q2 | $595K | Hold |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $566K | Buy |
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