Quantum Financial Advisors’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 | $281K | Sell |
2,268
-463
| -17% | -$57.4K | 0.04% | 136 |
|
|
2025
Q1 | $270K | Buy |
2,731
+33
| +1% | +$3.26K | 0.04% | 134 |
|
|
2024
Q4 | $300K | Sell |
2,698
-146
| -5% | -$16.3K | 0.05% | 127 |
|
|
2024
Q3 | $274K | Buy |
2,844
+536
| +23% | +$51.6K | 0.04% | 136 |
|
|
2024
Q2 | $229K | Buy |
2,308
+3
| +0.1% | +$298 | 0.04% | 145 |
|
|
2024
Q1 | $282K | Buy |
+2,305
| New | +$282K | 0.05% | 124 |
|