St. Louis Financial Planners Asset Management’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 | $3.32M | Buy |
+26,753
| New | +$3.32M | 2.53% | 10 |
|
|
2025
Q1 | – | Sell |
-18,814
| Closed | -$2.1M | – | 30 |
|
|
2024
Q4 | $2.1M | Sell |
18,814
-2,486
| -12% | -$277K | 1.51% | 14 |
|
|
2024
Q3 | $2.03M | Buy |
21,300
+2,674
| +14% | +$254K | 1.61% | 23 |
|
|
2024
Q2 | $1.83M | Sell |
18,626
-266
| -1% | -$26.1K | 1.57% | 29 |
|
|
2024
Q1 | $2.25M | Sell |
18,892
-636
| -3% | -$75.7K | 2.02% | 11 |
|
|
2023
Q4 | $1.76M | Buy |
19,528
+318
| +2% | +$28.7K | 1.64% | 18 |
|
|
2023
Q3 | $1.52M | Buy |
+19,210
| New | +$1.52M | 1.22% | 14 |
|
|
2023
Q2 | – | Sell |
-14,929
| Closed | -$1.49M | – | 33 |
|
|
2023
Q1 | $1.49M | Buy |
+14,929
| New | +$1.49M | 1.7% | 28 |
|