Souders 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 | $247K | Buy |
+1,993
| New | +$247K | 0.03% | 180 |
|
|
2022
Q2 | – | Sell |
-1,673
| Closed | -$230K | – | 141 |
|
|
2022
Q1 | $230K | Buy |
1,673
+25
| +2% | +$3.44K | 0.07% | 131 |
|
|
2021
Q4 | $255K | Buy |
1,648
+34
| +2% | +$5.26K | 0.07% | 125 |
|
|
2021
Q3 | $273K | Buy |
1,614
+5
| +0.3% | +$846 | 0.09% | 119 |
|
|
2021
Q2 | $283K | Buy |
1,609
+33
| +2% | +$5.8K | 0.1% | 112 |
|
|
2021
Q1 | $291K | Buy |
1,576
+19
| +1% | +$3.51K | 0.11% | 103 |
|
|
2020
Q4 | $282K | Buy |
1,557
+2
| +0.1% | +$362 | 0.12% | 95 |
|
|
2020
Q3 | $221K | Buy |
+1,555
| New | +$221K | 0.1% | 98 |
|
|
2020
Q2 | – | Sell |
-4,276
| Closed | -$413K | – | 100 |
|
|
2020
Q1 | $413K | Buy |
+4,276
| New | +$413K | 0.36% | 61 |
|