FSC Wealth Advisors’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 | – | Sell |
-788
| Closed | -$77.8K | – | 115 |
|
|
2025
Q1 | $77.8K | Buy |
788
+1
| +0.1% | +$99 | 0.05% | 91 |
|
|
2024
Q4 | $87.6K | Sell |
787
-2
| -0.3% | -$223 | 0.06% | 89 |
|
|
2024
Q3 | $75.9K | Buy |
789
+1
| +0.1% | +$96 | 0.05% | 98 |
|
|
2024
Q2 | $78.2K | Hold |
788
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $96.4K | Buy |
788
+1
| +0.1% | +$122 | 0.07% | 71 |
|
|
2023
Q4 | $71.1K | Sell |
787
-200
| -20% | -$18.1K | 0.05% | 82 |
|
|
2023
Q3 | $80K | Hold |
987
| – | – | 0.08% | 53 |
|
|
2023
Q2 | $88.1K | Buy |
987
+201
| +26% | +$17.9K | 0.08% | 50 |
|
|
2023
Q1 | $78.7K | Buy |
786
+104
| +15% | +$10.4K | 0.12% | 43 |
|
|
2022
Q4 | $59.3K | Buy |
682
+1
| +0.1% | +$87 | 0.1% | 45 |
|
|
2022
Q3 | $64K | Hold |
681
| – | – | 0.62% | 32 |
|
|
2022
Q2 | $64K | Hold |
681
| – | – | 0.57% | 40 |
|
|
2022
Q1 | $93K | Hold |
681
| – | – | 0.09% | 39 |
|
|
2021
Q4 | $105K | Buy |
+681
| New | +$105K | 0.07% | 50 |
|