IFS 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 | $12.6K | Sell |
102
-97
| -49% | -$12K | 0.01% | 78 |
|
|
2025
Q1 | $19.6K | Buy |
199
+97
| +95% | +$9.57K | 0.02% | 68 |
|
|
2024
Q4 | $11.4K | Hold |
102
| – | – | 0.01% | 81 |
|
|
2024
Q3 | $9.81K | Hold |
102
| – | – | 0.01% | 77 |
|
|
2024
Q2 | $10.1K | Hold |
102
| – | – | 0.01% | 66 |
|
|
2024
Q1 | $12.5K | Hold |
102
| – | – | 0.01% | 52 |
|
|
2023
Q4 | $9.21K | Hold |
102
| – | – | 0.01% | 63 |
|
|
2023
Q3 | $8.27K | Hold |
102
| – | – | 0.02% | 66 |
|
|
2023
Q2 | $9.11K | Hold |
102
| – | – | 0.02% | 65 |
|
|
2023
Q1 | $10.2K | Hold |
102
| – | – | 0.04% | 49 |
|
|
2022
Q4 | $8.86K | Hold |
102
| – | – | 0.02% | 61 |
|
|
2022
Q3 | $9K | Hold |
102
| – | – | 0.02% | 48 |
|
|
2022
Q2 | $9K | Hold |
102
| – | – | 0.02% | 49 |
|
|
2022
Q1 | $13K | Hold |
102
| – | – | 0.01% | 52 |
|
|
2021
Q4 | $15K | Buy |
+102
| New | +$15K | 0.01% | 60 |
|
|
2021
Q1 | – | Sell |
-188
| Closed | -$34K | – | 54 |
|
|
2020
Q4 | $34K | Buy |
+188
| New | +$34K | 0.03% | 54 |
|