FWA
FSM Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
4,546
+1,892
| +71% | +$233K | 0.09% | 137 |
|
|
2025
Q1 | $262K | Buy |
2,654
+408
| +18% | +$40.3K | 0.06% | 171 |
|
|
2024
Q4 | $239K | Buy |
+2,246
| New | +$239K | 0.06% | 162 |
|
|
2024
Q2 | – | Sell |
-1,641
| Closed | -$201K | – | 163 |
|
|
2024
Q1 | $201K | Buy |
+1,641
| New | +$201K | 0.07% | 165 |
|