Heartwood 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 | $325K | Buy |
2,623
+19
| +0.7% | +$2.36K | 0.03% | 144 |
|
|
2025
Q1 | $257K | Buy |
2,604
+60
| +2% | +$5.92K | 0.03% | 156 |
|
|
2024
Q4 | $283K | Buy |
2,544
+70
| +3% | +$7.79K | 0.03% | 138 |
|
|
2024
Q3 | $238K | Sell |
2,474
-389
| -14% | -$37.4K | 0.03% | 157 |
|
|
2024
Q2 | $284K | Buy |
2,863
+706
| +33% | +$70.1K | 0.03% | 137 |
|
|
2024
Q1 | $264K | Buy |
+2,157
| New | +$264K | 0.03% | 123 |
|
|
2022
Q2 | – | Sell |
-2,313
| Closed | -$317K | – | 119 |
|
|
2022
Q1 | $317K | Buy |
2,313
+339
| +17% | +$46.5K | 0.05% | 99 |
|
|
2021
Q4 | $306K | Buy |
1,974
+524
| +36% | +$81.2K | 0.05% | 86 |
|
|
2021
Q3 | $245K | Buy |
1,450
+25
| +2% | +$4.22K | 0.04% | 89 |
|
|
2021
Q2 | $250K | Hold |
1,425
| – | – | 0.04% | 86 |
|
|
2021
Q1 | $263K | Hold |
1,425
| – | – | 0.04% | 74 |
|
|
2020
Q4 | $258K | Buy |
+1,425
| New | +$258K | 0.04% | 74 |
|