SYM Financial Corp’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 | $418K | Sell |
3,374
-247
| -7% | -$30.6K | 0.05% | 151 |
|
|
2025
Q1 | $357K | Sell |
3,621
-320
| -8% | -$31.6K | 0.04% | 146 |
|
|
2024
Q4 | $439K | Buy |
3,941
+1,099
| +39% | +$122K | 0.06% | 110 |
|
|
2024
Q3 | $273K | Sell |
2,842
-572
| -17% | -$55K | 0.04% | 125 |
|
|
2024
Q2 | $339K | Buy |
3,414
+742
| +28% | +$73.7K | 0.05% | 88 |
|
|
2024
Q1 | $327K | Sell |
2,672
-102
| -4% | -$12.5K | 0.05% | 69 |
|
|
2023
Q4 | $250K | Sell |
2,774
-788
| -22% | -$71.1K | 0.04% | 84 |
|
|
2023
Q3 | $289K | Buy |
+3,562
| New | +$289K | 0.05% | 69 |
|
|
2018
Q4 | – | Sell |
-2,313
| Closed | -$270K | – | 85 |
|
|
2018
Q3 | $270K | Buy |
+2,313
| New | +$270K | 0.15% | 32 |
|