PFG Private Wealth Management’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 |
-5,645
| Closed | -$557K | – | 109 |
|
|
2025
Q1 | $557K | Buy |
5,645
+5,276
| +1,430% | +$521K | 0.3% | 28 |
|
|
2024
Q4 | $41.1K | Sell |
369
-15
| -4% | -$1.67K | 0.02% | 97 |
|
|
2024
Q3 | $36.9K | Sell |
384
-120
| -24% | -$11.5K | 0.02% | 101 |
|
|
2024
Q2 | $50K | Buy |
504
+92
| +22% | +$9.14K | 0.03% | 93 |
|
|
2024
Q1 | $50.4K | Buy |
412
+100
| +32% | +$12.2K | 0.03% | 87 |
|
|
2023
Q4 | $28.2K | Sell |
312
-100
| -24% | -$9.03K | 0.02% | 95 |
|
|
2023
Q3 | $33.4K | Sell |
412
-73
| -15% | -$5.92K | 0.02% | 127 |
|
|
2023
Q2 | $43.3K | Sell |
485
-100
| -17% | -$8.93K | 0.03% | 154 |
|
|
2023
Q1 | $58.6K | Sell |
585
-74
| -11% | -$7.41K | 0.04% | 144 |
|
|
2022
Q4 | $57K | Hold |
659
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $62K | Buy |
659
+100
| +18% | +$9.41K | 0.04% | 133 |
|
|
2022
Q2 | $53K | Sell |
559
-121
| -18% | -$11.5K | 0.03% | 148 |
|
|
2022
Q1 | $93K | Sell |
680
-2,052
| -75% | -$281K | 0.05% | 134 |
|
|
2021
Q4 | $423K | Buy |
2,732
+49
| +2% | +$7.59K | 0.22% | 38 |
|
|
2021
Q3 | $454K | Buy |
2,683
+169
| +7% | +$28.6K | 0.27% | 32 |
|
|
2021
Q2 | $442K | Buy |
2,514
+14
| +0.6% | +$2.46K | 0.29% | 32 |
|
|
2021
Q1 | $461K | Sell |
2,500
-1,341
| -35% | -$247K | 0.32% | 31 |
|
|
2020
Q4 | $696K | Sell |
3,841
-59
| -2% | -$10.7K | 0.53% | 28 |
|
|
2020
Q3 | $484K | Buy |
3,900
+52
| +1% | +$6.45K | 0.42% | 31 |
|
|
2020
Q2 | $429K | Buy |
3,848
+197
| +5% | +$22K | 0.4% | 32 |
|
|
2020
Q1 | $353K | Sell |
3,651
-542
| -13% | -$52.4K | 0.38% | 32 |
|
|
2019
Q4 | $606K | Buy |
+4,193
| New | +$606K | 0.54% | 31 |
|