Northern 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 | $206K | Sell |
1,663
-433
| -21% | -$53.7K | 0.15% | 106 |
|
|
2025
Q1 | $207K | Sell |
2,096
-123
| -6% | -$12.1K | 0.17% | 103 |
|
|
2024
Q4 | $247K | Sell |
2,219
-673
| -23% | -$74.9K | 0.2% | 99 |
|
|
2024
Q3 | $278K | Sell |
2,892
-713
| -20% | -$68.6K | 0.21% | 92 |
|
|
2024
Q2 | $358K | Sell |
3,605
-127
| -3% | -$12.6K | 0.29% | 86 |
|
|
2024
Q1 | $457K | Buy |
3,732
+217
| +6% | +$26.6K | 0.36% | 83 |
|
|
2023
Q4 | $317K | Buy |
+3,515
| New | +$317K | 0.27% | 96 |
|
|
2023
Q2 | – | Sell |
-3,398
| Closed | -$340K | – | 113 |
|
|
2023
Q1 | $340K | Buy |
3,398
+513
| +18% | +$51.4K | 0.32% | 81 |
|
|
2022
Q4 | $251K | Buy |
+2,885
| New | +$251K | 0.28% | 82 |
|