Novak & Powell Financial Services’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 | $710K | Sell |
5,723
-63
| -1% | -$7.81K | 0.49% | 44 |
|
|
2025
Q1 | $571K | Buy |
5,786
+16
| +0.3% | +$1.58K | 0.36% | 67 |
|
|
2024
Q4 | $642K | Hold |
5,770
| – | – | 0.38% | 62 |
|
|
2024
Q3 | $555K | Sell |
5,770
-18
| -0.3% | -$1.73K | 0.32% | 71 |
|
|
2024
Q2 | $575K | Sell |
5,788
-20
| -0.3% | -$1.99K | 0.36% | 66 |
|
|
2024
Q1 | $711K | Buy |
5,808
+2
| +0% | +$245 | 0.53% | 48 |
|
|
2023
Q4 | $524K | Buy |
+5,806
| New | +$524K | 0.35% | 71 |
|