FFWM
Future Financial Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
2,376
+100
| +4% | +$12.4K | 0.2% | 86 |
|
|
2025
Q1 | $225K | Buy |
2,276
+5
| +0.2% | +$494 | 0.16% | 104 |
|
|
2024
Q4 | $253K | Buy |
2,271
+10
| +0.4% | +$1.11K | 0.18% | 93 |
|
|
2024
Q3 | $217K | Buy |
2,261
+205
| +10% | +$19.7K | 0.16% | 112 |
|
|
2024
Q2 | $204K | Buy |
2,056
+150
| +8% | +$14.9K | 0.18% | 110 |
|
|
2024
Q1 | $233K | Buy |
+1,906
| New | +$233K | 0.18% | 97 |
|
|
2023
Q4 | – | Sell |
-2,945
| Closed | -$239K | – | 113 |
|
|
2023
Q3 | $239K | Sell |
2,945
-500
| -15% | -$40.5K | 0.26% | 88 |
|
|
2023
Q2 | $308K | Buy |
3,445
+396
| +13% | +$35.4K | 0.32% | 79 |
|
|
2023
Q1 | $304K | Buy |
+3,049
| New | +$304K | 0.34% | 78 |
|
|
2022
Q4 | – | Sell |
-2,595
| Closed | -$245K | – | 119 |
|
|
2022
Q3 | $245K | Sell |
2,595
-51
| -2% | -$4.82K | 0.28% | 91 |
|
|
2022
Q2 | $363K | Hold |
2,646
| – | – | 0.35% | 83 |
|
|
2022
Q1 | $363K | Buy |
2,646
+127
| +5% | +$17.4K | 0.3% | 83 |
|
|
2021
Q4 | $395K | Hold |
2,519
| – | – | 0.32% | 76 |
|
|
2021
Q3 | $443K | Hold |
2,519
| – | – | 0.46% | 68 |
|
|
2021
Q2 | $443K | Buy |
2,519
+50
| +2% | +$8.79K | 0.46% | 68 |
|
|
2021
Q1 | $456K | Sell |
2,469
-1,650
| -40% | -$305K | 0.52% | 60 |
|
|
2020
Q4 | $746K | Buy |
+4,119
| New | +$746K | 0.86% | 32 |
|