FourThought Financial Partners’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 | $474K | Sell |
3,821
-141
| -4% | -$17.5K | 0.05% | 188 |
|
|
2025
Q1 | $391K | Sell |
3,962
-39
| -1% | -$3.85K | 0.04% | 209 |
|
|
2024
Q4 | $446K | Buy |
+4,001
| New | +$446K | 0.05% | 196 |
|
|
2024
Q2 | – | Sell |
-4,332
| Closed | -$530K | – | 224 |
|
|
2024
Q1 | $530K | Sell |
4,332
-6
| -0.1% | -$734 | 0.06% | 196 |
|
|
2023
Q4 | $392K | Sell |
4,338
-2,401
| -36% | -$217K | 0.05% | 218 |
|
|
2023
Q3 | $546K | Buy |
6,739
+954
| +16% | +$77.3K | 0.08% | 175 |
|
|
2023
Q2 | $517K | Sell |
5,785
-195
| -3% | -$17.4K | 0.07% | 186 |
|
|
2023
Q1 | $599K | Sell |
5,980
-18,412
| -75% | -$1.84M | 0.08% | 162 |
|
|
2022
Q4 | $2.12M | Buy |
+24,392
| New | +$2.12M | 0.31% | 82 |
|