Strategic Financial Concepts’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 | $232K | Buy |
+1,870
| New | +$232K | 0.03% | 245 |
|
|
2024
Q4 | – | Sell |
-2,120
| Closed | -$204K | – | 332 |
|
|
2024
Q3 | $204K | Sell |
2,120
-223,668
| -99% | -$21.5M | 0.06% | 234 |
|
|
2024
Q2 | $48.9K | Buy |
225,788
+222,870
| +7,638% | +$48.2K | 0.03% | 244 |
|
|
2024
Q1 | $357K | Buy |
+2,918
| New | +$357K | 0.09% | 204 |
|
|
2023
Q4 | – | Sell |
-2,719
| Closed | -$220K | – | 168 |
|
|
2023
Q3 | $220K | Sell |
2,719
-102
| -4% | -$8.27K | 0.07% | 229 |
|
|
2023
Q2 | $252K | Buy |
2,821
+265
| +10% | +$23.7K | 0.09% | 195 |
|
|
2023
Q1 | $256K | Buy |
+2,556
| New | +$256K | 0.1% | 174 |
|