Prospect 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
$543K Sell
4,378
-1,948
-31% -$242K 0.34% 53
2025
Q1
$624K Sell
6,326
-991
-14% -$97.8K 0.35% 52
2024
Q4
$815K Buy
7,317
+389
+6% +$43.3K 0.44% 42
2024
Q3
$666K Buy
6,928
+754
+12% +$72.5K 0.41% 44
2024
Q2
$613K Buy
6,174
+290
+5% +$28.8K 0.47% 42
2024
Q1
$720K Sell
5,884
-806
-12% -$98.6K 0.59% 37
2023
Q4
$604K Buy
+6,690
New +$604K 0.61% 31