FSA Wealth Management’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 | $65.3K | Sell |
526
-2
| -0.4% | -$248 | 0.03% | 127 |
|
|
2025
Q1 | $52.1K | Hold |
528
| – | – | 0.02% | 151 |
|
|
2024
Q4 | $58.8K | Hold |
528
| – | – | 0.02% | 138 |
|
|
2024
Q3 | $50.8K | Buy |
+528
| New | +$50.8K | 0.02% | 160 |
|
|
2024
Q1 | $70.8K | Hold |
578
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $52K | Buy |
+578
| New | +$52K | 0.02% | 137 |
|
|
2021
Q1 | – | Sell |
-2,571
| Closed | -$466K | – | 102 |
|
|
2020
Q4 | $466K | Hold |
2,571
| – | – | 0.23% | 26 |
|
|
2020
Q3 | $319K | Hold |
2,571
| – | – | 0.21% | 33 |
|
|
2020
Q2 | $287K | Sell |
2,571
-16
| -0.6% | -$1.79K | 0.2% | 34 |
|
|
2020
Q1 | $250K | Hold |
2,587
| – | – | 0.21% | 37 |
|
|
2019
Q4 | $374K | Buy |
+2,587
| New | +$374K | 0.26% | 27 |
|