Richardson 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 | $127K | Sell |
1,029
-5,388
| -84% | -$665K | 0.09% | 186 |
|
|
2025
Q1 | $633K | Buy |
6,417
+71
| +1% | +$7.01K | 0.48% | 56 |
|
|
2024
Q4 | $703K | Sell |
6,346
-135
| -2% | -$15K | 0.49% | 52 |
|
|
2024
Q3 | $643K | Hold |
6,481
| – | – | 0.41% | 60 |
|
|
2024
Q2 | $643K | Sell |
6,481
-838
| -11% | -$83.2K | 0.46% | 54 |
|
|
2024
Q1 | $896K | Buy |
7,319
+1,220
| +20% | +$149K | 0.63% | 45 |
|
|
2023
Q4 | $551K | Buy |
+6,099
| New | +$551K | 0.48% | 62 |
|