Paragon Financial Partners’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 | $248K | Buy |
+1,997
| New | +$248K | 0.17% | 63 |
|
|
2025
Q1 | – | Sell |
-2,116
| Closed | -$236K | – | 70 |
|
|
2024
Q4 | $236K | Sell |
2,116
-93
| -4% | -$10.4K | 0.18% | 67 |
|
|
2024
Q3 | $212K | Hold |
2,209
| – | – | 0.16% | 82 |
|
|
2024
Q2 | $219K | Hold |
2,209
| – | – | 0.17% | 75 |
|
|
2024
Q1 | $270K | Buy |
+2,209
| New | +$270K | 0.22% | 71 |
|
|
2023
Q3 | – | Sell |
-2,449
| Closed | -$219K | – | 83 |
|
|
2023
Q2 | $219K | Hold |
2,449
| – | – | 0.21% | 80 |
|
|
2023
Q1 | $245K | Buy |
2,449
+3
| +0.1% | +$300 | 0.26% | 72 |
|
|
2022
Q4 | $213K | Hold |
2,446
| – | – | 0.24% | 76 |
|
|
2022
Q3 | $231K | Hold |
2,446
| – | – | 0.26% | 67 |
|
|
2022
Q2 | $231K | Hold |
2,446
| – | – | 0.24% | 71 |
|
|
2022
Q1 | $336K | Hold |
2,446
| – | – | 0.29% | 64 |
|
|
2021
Q4 | $379K | Buy |
+2,446
| New | +$379K | 0.31% | 60 |
|