PFS 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 | $119K | Hold |
963
| – | – | 0.06% | 100 |
|
|
2025
Q1 | $95K | Buy |
963
+2
| +0.2% | +$197 | 0.05% | 102 |
|
|
2024
Q4 | $107K | Hold |
961
| – | – | 0.06% | 99 |
|
|
2024
Q3 | $92.4K | Buy |
961
+1
| +0.1% | +$96 | 0.05% | 99 |
|
|
2024
Q2 | $95.3K | Hold |
960
| – | – | 0.06% | 91 |
|
|
2024
Q1 | $117K | Buy |
960
+1
| +0.1% | +$122 | 0.08% | 78 |
|
|
2023
Q4 | $86.6K | Sell |
959
-75
| -7% | -$6.77K | 0.06% | 97 |
|
|
2023
Q3 | $83.8K | Sell |
1,034
-400
| -28% | -$32.4K | 0.07% | 78 |
|
|
2023
Q2 | $128K | Buy |
1,434
+71
| +5% | +$6.34K | 0.11% | 60 |
|
|
2023
Q1 | $136K | Sell |
1,363
-170
| -11% | -$17K | 0.13% | 49 |
|
|
2022
Q4 | $133K | Sell |
1,533
-100
| -6% | -$8.69K | 0.14% | 47 |
|
|
2022
Q3 | $154K | Buy |
1,633
+80
| +5% | +$7.55K | 0.17% | 40 |
|
|
2022
Q2 | $147K | Buy |
1,553
+77
| +5% | +$7.27K | 0.14% | 41 |
|
|
2022
Q1 | $202K | Buy |
1,476
+267
| +22% | +$36.6K | 0.18% | 36 |
|
|
2021
Q4 | $187K | Buy |
+1,209
| New | +$187K | 0.14% | 40 |
|