Sweet Financial Partners’s Walt Disney DIS Stock Holding History

Sweet Financial Partners’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$854K	Sell	8,877 -128	-1%	-$11.8K	0.18%	89
2024 Q2	$894K	Sell	9,005 -150	-2%	-$16.1K	0.2%	81
2024 Q1	$1.12M	Sell	9,155 -18	-0.2%	-$1.88K	0.26%	76
2023 Q4	$828K	Sell	9,173 -84	-0.9%	-$7.41K	0.2%	83
2023 Q3	$750K	Buy	9,257 +1,564	+20%	+$134K	0.2%	79
2023 Q2	$687K	Buy	7,693 +170	+2%	+$16.1K	0.18%	85
2023 Q1	$753K	Buy	7,523 +87	+1%	+$8.77K	0.21%	77
2022 Q4	$646K	Buy	7,436 +2,174	+41%	+$208K	0.19%	83
2022 Q3	$496K	Buy	5,262 +768	+17%	+$82.2K	0.16%	91
2022 Q2	$424K	Sell	4,494 -5	-0.1%	-$555	0.13%	100
2022 Q1	$617K	Buy	4,499 +556	+14%	+$80.4K	0.17%	78
2021 Q4	$611K	Buy	+3,943	New	+$637K	0.25%	56

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return