Northwest 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 | – | Sell |
-2,522
| Closed | -$249K | – | 105 |
|
|
2025
Q1 | $249K | Sell |
2,522
-141
| -5% | -$13.9K | 0.21% | 99 |
|
|
2024
Q4 | $297K | Buy |
2,663
+144
| +6% | +$16K | 0.24% | 83 |
|
|
2024
Q3 | $242K | Sell |
2,519
-34
| -1% | -$3.27K | 0.19% | 85 |
|
|
2024
Q2 | $253K | Buy |
2,553
+37
| +1% | +$3.67K | 0.26% | 76 |
|
|
2024
Q1 | $308K | Sell |
2,516
-13
| -0.5% | -$1.59K | 0.34% | 73 |
|
|
2023
Q4 | $228K | Buy |
+2,529
| New | +$228K | 0.19% | 81 |
|