Resurgent 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 | $267K | Sell |
2,155
-2,660
| -55% | -$330K | 0.15% | 154 |
|
|
2025
Q1 | $475K | Sell |
4,815
-506
| -10% | -$49.9K | 0.29% | 97 |
|
|
2024
Q4 | $592K | Buy |
5,321
+122
| +2% | +$13.6K | 0.35% | 84 |
|
|
2024
Q3 | $500K | Sell |
5,199
-7,596
| -59% | -$731K | 0.29% | 101 |
|
|
2024
Q2 | $1.27M | Sell |
12,795
-862
| -6% | -$85.6K | 0.79% | 34 |
|
|
2024
Q1 | $1.67M | Buy |
13,657
+3,190
| +30% | +$390K | 0.89% | 31 |
|
|
2023
Q4 | $945K | Buy |
10,467
+1,546
| +17% | +$140K | 0.58% | 37 |
|
|
2023
Q3 | $723K | Buy |
8,921
+579
| +7% | +$46.9K | 0.49% | 48 |
|
|
2023
Q2 | $745K | Sell |
8,342
-95
| -1% | -$8.48K | 0.49% | 49 |
|
|
2023
Q1 | $845K | Sell |
8,437
-459
| -5% | -$46K | 0.56% | 42 |
|
|
2022
Q4 | $773K | Sell |
8,896
-1,225
| -12% | -$106K | 0.41% | 56 |
|
|
2022
Q3 | $955K | Sell |
10,121
-928
| -8% | -$87.6K | 0.64% | 42 |
|
|
2022
Q2 | $1.04M | Buy |
11,049
+1,812
| +20% | +$171K | 0.67% | 39 |
|
|
2022
Q1 | $1.27M | Buy |
9,237
+2,888
| +45% | +$396K | 0.79% | 26 |
|
|
2021
Q4 | $984K | Buy |
+6,349
| New | +$984K | 0.78% | 34 |
|