NFSG
Newbridge Financial Services Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
8,521
+4,187
| +97% | +$519K | 0.17% | 104 |
|
|
2025
Q1 | $428K | Buy |
4,334
+256
| +6% | +$25.3K | 0.1% | 128 |
|
|
2024
Q4 | $454K | Buy |
+4,078
| New | +$454K | 0.12% | 126 |
|
|
2024
Q3 | – | Sell |
-4,444
| Closed | -$441K | – | 756 |
|
|
2024
Q2 | $441K | Sell |
4,444
-1,522
| -26% | -$151K | 0.16% | 109 |
|
|
2024
Q1 | $730K | Sell |
5,966
-7,740
| -56% | -$947K | 0.32% | 74 |
|
|
2023
Q4 | $1.24M | Buy |
13,706
+242
| +2% | +$21.9K | 0.6% | 25 |
|
|
2023
Q3 | $1.09M | Buy |
13,464
+438
| +3% | +$35.5K | 0.55% | 27 |
|
|
2023
Q2 | $1.16M | Sell |
13,026
-778
| -6% | -$69.5K | 0.57% | 25 |
|
|
2023
Q1 | $1.38M | Buy |
13,804
+252
| +2% | +$25.2K | 0.73% | 15 |
|
|
2022
Q4 | $1.18M | Sell |
13,552
-1,345
| -9% | -$117K | 0.68% | 21 |
|
|
2022
Q3 | $1.41M | Buy |
14,897
+31
| +0.2% | +$2.92K | 0.83% | 10 |
|
|
2022
Q2 | $1.4M | Sell |
14,866
-746
| -5% | -$70.4K | 0.87% | 11 |
|
|
2022
Q1 | $2.14M | Buy |
15,612
+1,242
| +9% | +$170K | 1.05% | 9 |
|
|
2021
Q4 | $2.23M | Buy |
14,370
+8,366
| +139% | +$1.3M | 1.05% | 8 |
|
|
2021
Q3 | $1.02M | Buy |
6,004
+192
| +3% | +$32.5K | 0.64% | 29 |
|
|
2021
Q2 | $1.02M | Buy |
5,812
+818
| +16% | +$144K | 0.63% | 23 |
|
|
2021
Q1 | $922K | Buy |
4,994
+211
| +4% | +$39K | 0.68% | 21 |
|
|
2020
Q4 | $867K | Sell |
4,783
-97
| -2% | -$17.6K | 0.71% | 22 |
|
|
2020
Q3 | $606K | Buy |
+4,880
| New | +$606K | 0.6% | 35 |
|