FSB Premier 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 | $976K | Buy |
7,872
+304
| +4% | +$37.7K | 0.35% | 79 |
|
|
2025
Q1 | $747K | Buy |
7,568
+1,907
| +34% | +$188K | 0.29% | 96 |
|
|
2024
Q4 | $630K | Sell |
5,661
-81
| -1% | -$9.02K | 0.25% | 101 |
|
|
2024
Q3 | $552K | Buy |
5,742
+1,013
| +21% | +$97.4K | 0.23% | 112 |
|
|
2024
Q2 | $470K | Buy |
4,729
+1,439
| +44% | +$143K | 0.21% | 110 |
|
|
2024
Q1 | $403K | Sell |
3,290
-384
| -10% | -$47K | 0.19% | 109 |
|
|
2023
Q4 | $332K | Buy |
3,674
+737
| +25% | +$66.5K | 0.17% | 115 |
|
|
2023
Q3 | $238K | Buy |
2,937
+125
| +4% | +$10.1K | 0.13% | 133 |
|
|
2023
Q2 | $251K | Buy |
2,812
+30
| +1% | +$2.68K | 0.14% | 131 |
|
|
2023
Q1 | $279K | Sell |
2,782
-685
| -20% | -$68.6K | 0.16% | 115 |
|
|
2022
Q4 | $301K | Buy |
3,467
+519
| +18% | +$45.1K | 0.17% | 113 |
|
|
2022
Q3 | $278K | Buy |
2,948
+133
| +5% | +$12.5K | 0.16% | 114 |
|
|
2022
Q2 | $265K | Hold |
2,815
| – | – | 0.15% | 116 |
|
|
2022
Q1 | $324K | Buy |
2,815
+111
| +4% | +$12.8K | 0.16% | 109 |
|
|
2021
Q4 | $418K | Buy |
2,704
+359
| +15% | +$55.5K | 0.17% | 92 |
|
|
2021
Q3 | $396K | Sell |
2,345
-192
| -8% | -$32.4K | 0.2% | 79 |
|
|
2021
Q2 | $445K | Buy |
2,537
+49
| +2% | +$8.6K | 0.23% | 70 |
|
|
2021
Q1 | $459K | Buy |
2,488
+15
| +0.6% | +$2.77K | 0.25% | 71 |
|
|
2020
Q4 | $448K | Buy |
+2,473
| New | +$448K | 0.24% | 72 |
|