NFP Retirement Inc’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 | $225K | Buy |
+1,818
| New | +$225K | 0.01% | 273 |
|
|
2024
Q4 | – | Sell |
-2,141
| Closed | -$206K | – | 293 |
|
|
2024
Q3 | $206K | Buy |
2,141
+112
| +6% | +$10.8K | 0.02% | 271 |
|
|
2024
Q2 | $202K | Sell |
2,029
-1,435
| -41% | -$143K | 0.02% | 266 |
|
|
2024
Q1 | $424K | Buy |
3,464
+506
| +17% | +$61.9K | 0.04% | 195 |
|
|
2023
Q4 | $267K | Buy |
2,958
+356
| +14% | +$32.1K | 0.05% | 206 |
|
|
2023
Q3 | $211K | Sell |
2,602
-437
| -14% | -$35.4K | 0.04% | 213 |
|
|
2023
Q2 | $271K | Sell |
3,039
-201
| -6% | -$17.9K | 0.05% | 192 |
|
|
2023
Q1 | $324K | Sell |
3,240
-200
| -6% | -$20K | 0.06% | 187 |
|
|
2022
Q4 | $299K | Buy |
3,440
+25
| +0.7% | +$2.17K | 0.07% | 187 |
|
|
2022
Q3 | $322K | Buy |
3,415
+41
| +1% | +$3.87K | 0.08% | 174 |
|
|
2022
Q2 | $319K | Buy |
3,374
+366
| +12% | +$34.6K | 0.08% | 178 |
|
|
2022
Q1 | $413K | Buy |
+3,008
| New | +$413K | 0.1% | 147 |
|