Security 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 | $438K | Buy |
3,533
+67
| +2% | +$8.31K | 0.08% | 123 |
|
|
2025
Q1 | $342K | Sell |
3,466
-1
| -0% | -$99 | 0.07% | 132 |
|
|
2024
Q4 | $386K | Buy |
3,467
+16
| +0.5% | +$1.78K | 0.08% | 119 |
|
|
2024
Q3 | $332K | Buy |
3,451
+66
| +2% | +$6.35K | 0.07% | 121 |
|
|
2024
Q2 | $336K | Sell |
3,385
-188
| -5% | -$18.7K | 0.07% | 118 |
|
|
2024
Q1 | $437K | Buy |
3,573
+22
| +0.6% | +$2.69K | 0.1% | 113 |
|
|
2023
Q4 | $321K | Sell |
3,551
-669
| -16% | -$60.4K | 0.08% | 124 |
|
|
2023
Q3 | $342K | Sell |
4,220
-1,031
| -20% | -$83.6K | 0.1% | 119 |
|
|
2023
Q2 | $469K | Buy |
5,251
+317
| +6% | +$28.3K | 0.13% | 100 |
|
|
2023
Q1 | $494K | Hold |
4,934
| – | – | 0.15% | 94 |
|
|
2022
Q4 | $429K | Buy |
4,934
+784
| +19% | +$68.1K | 0.13% | 101 |
|
|
2022
Q3 | $391K | Sell |
4,150
-80
| -2% | -$7.54K | 0.13% | 104 |
|
|
2022
Q2 | $399K | Sell |
4,230
-33
| -0.8% | -$3.11K | 0.13% | 98 |
|
|
2022
Q1 | $585K | Sell |
4,263
-23
| -0.5% | -$3.16K | 0.19% | 78 |
|
|
2021
Q4 | $664K | Buy |
+4,286
| New | +$664K | 0.22% | 74 |
|