Strategic Family Wealth Counselors’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 | $1.06M | Buy |
8,586
+87
| +1% | +$10.8K | 0.3% | 60 |
|
|
2025
Q1 | $839K | Buy |
8,499
+589
| +7% | +$58.1K | 0.27% | 65 |
|
|
2024
Q4 | $881K | Sell |
7,910
-20
| -0.3% | -$2.23K | 0.29% | 64 |
|
|
2024
Q3 | $763K | Sell |
7,930
-27
| -0.3% | -$2.6K | 0.27% | 59 |
|
|
2024
Q2 | $790K | Buy |
7,957
+6
| +0.1% | +$596 | 0.3% | 55 |
|
|
2024
Q1 | $973K | Buy |
7,951
+555
| +8% | +$67.9K | 0.38% | 51 |
|
|
2023
Q4 | $668K | Buy |
7,396
+76
| +1% | +$6.86K | 0.28% | 56 |
|
|
2023
Q3 | $593K | Sell |
7,320
-171
| -2% | -$13.9K | 0.29% | 50 |
|
|
2023
Q2 | $669K | Buy |
7,491
+46
| +0.6% | +$4.11K | 0.31% | 49 |
|
|
2023
Q1 | $745K | Sell |
7,445
-163
| -2% | -$16.3K | 0.35% | 46 |
|
|
2022
Q4 | $661K | Sell |
7,608
-49
| -0.6% | -$4.26K | 0.33% | 50 |
|
|
2022
Q3 | $722K | Buy |
7,657
+50
| +0.7% | +$4.72K | 0.35% | 43 |
|
|
2022
Q2 | $718K | Sell |
7,607
-131
| -2% | -$12.4K | 0.34% | 43 |
|
|
2022
Q1 | $1.06M | Buy |
7,738
+300
| +4% | +$41.1K | 0.43% | 37 |
|
|
2021
Q4 | $1.15M | Sell |
7,438
-455
| -6% | -$70.5K | 0.37% | 41 |
|
|
2021
Q3 | $1.34M | Buy |
7,893
+65
| +0.8% | +$11K | 0.46% | 35 |
|
|
2021
Q2 | $1.38M | Sell |
7,828
-30
| -0.4% | -$5.27K | 0.45% | 32 |
|
|
2021
Q1 | $1.45M | Buy |
7,858
+88
| +1% | +$16.2K | 0.55% | 30 |
|
|
2020
Q4 | $1.41M | Buy |
7,770
+83
| +1% | +$15K | 0.73% | 28 |
|
|
2020
Q3 | $954K | Buy |
7,687
+555
| +8% | +$68.9K | 0.54% | 31 |
|
|
2020
Q2 | $795K | Sell |
7,132
-28
| -0.4% | -$3.12K | 0.5% | 36 |
|
|
2020
Q1 | $692K | Sell |
7,160
-483
| -6% | -$46.7K | 0.52% | 32 |
|
|
2019
Q4 | $1.11M | Sell |
7,643
-468
| -6% | -$67.7K | 0.89% | 26 |
|
|
2019
Q3 | $1.06M | Buy |
8,111
+119
| +1% | +$15.5K | 0.8% | 25 |
|
|
2019
Q2 | $1.12M | Hold |
7,992
| – | – | 0.86% | 24 |
|
|
2019
Q1 | $887K | Buy |
7,992
+66
| +0.8% | +$7.33K | 0.72% | 25 |
|
|
2018
Q4 | $869K | Buy |
+7,926
| New | +$869K | 0.98% | 25 |
|