Legend Financial 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 | $2.23K | Buy |
+18
| New | +$2.23K | ﹤0.01% | 154 |
|
|
2025
Q1 | – | Sell |
-20
| Closed | -$2.23K | – | 89 |
|
|
2024
Q4 | $2.23K | Hold |
20
| – | – | ﹤0.01% | 190 |
|
|
2024
Q3 | $1.92K | Buy |
20
+18
| +900% | +$1.73K | ﹤0.01% | 142 |
|
|
2024
Q2 | $199 | Buy |
+2
| New | +$199 | ﹤0.01% | 271 |
|
|
2023
Q1 | – | Sell |
-4,620
| Closed | -$401K | – | 236 |
|
|
2022
Q4 | $401K | Sell |
4,620
-16
| -0.3% | -$1.39K | 0.35% | 33 |
|
|
2022
Q3 | $437K | Buy |
+4,636
| New | +$437K | 0.41% | 27 |
|