Francis Financial’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 | $320K | Buy |
2,581
+105
| +4% | +$13K | 0.07% | 71 |
|
|
2025
Q1 | $244K | Sell |
2,476
-624
| -20% | -$61.6K | 0.06% | 74 |
|
|
2024
Q4 | $280K | Buy |
3,100
+760
| +32% | +$68.6K | 0.07% | 76 |
|
|
2024
Q3 | $225K | Buy |
2,340
+22
| +0.9% | +$2.12K | 0.06% | 86 |
|
|
2024
Q2 | $230K | Sell |
2,318
-855
| -27% | -$84.9K | 0.07% | 72 |
|
|
2024
Q1 | $388K | Buy |
3,173
+867
| +38% | +$106K | 0.13% | 48 |
|
|
2023
Q4 | $208K | Buy |
+2,306
| New | +$208K | 0.09% | 57 |
|
|
2023
Q2 | – | Sell |
-2,372
| Closed | -$238K | – | 46 |
|
|
2023
Q1 | $238K | Buy |
+2,372
| New | +$238K | 0.16% | 40 |
|
|
2022
Q4 | – | Sell |
-2,779
| Closed | -$262K | – | 41 |
|
|
2022
Q3 | $262K | Hold |
2,779
| – | – | 0.27% | 28 |
|
|
2022
Q2 | $285K | Buy |
+2,779
| New | +$285K | 0.25% | 32 |
|
|
2018
Q1 | $280K | Hold |
2,783
| – | – | 0.64% | 17 |
|
|
2017
Q4 | $299K | Buy |
+2,783
| New | +$299K | 0.65% | 17 |
|