PFG Investments’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 | $4.97M | Sell |
40,047
-351
| -0.9% | -$43.5K | 0.29% | 66 |
|
|
2025
Q1 | $3.99M | Sell |
40,398
-12,462
| -24% | -$1.23M | 0.26% | 77 |
|
|
2024
Q4 | $5.89M | Sell |
52,860
-395
| -0.7% | -$44K | 0.37% | 47 |
|
|
2024
Q3 | $5.12M | Buy |
53,255
+14,535
| +38% | +$1.4M | 0.33% | 57 |
|
|
2024
Q2 | $3.84M | Sell |
38,720
-8,445
| -18% | -$838K | 0.27% | 72 |
|
|
2024
Q1 | $5.77M | Buy |
47,165
+34,775
| +281% | +$4.26M | 0.35% | 58 |
|
|
2023
Q4 | $1.12M | Sell |
12,390
-674
| -5% | -$60.9K | 0.21% | 122 |
|
|
2023
Q3 | $1.06M | Sell |
13,064
-427
| -3% | -$34.6K | 0.2% | 108 |
|
|
2023
Q2 | $1.2M | Buy |
13,491
+1,117
| +9% | +$99.7K | 0.21% | 98 |
|
|
2023
Q1 | $1.24M | Buy |
+12,374
| New | +$1.24M | 0.25% | 87 |
|