Taylor Financial Group’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 | $640K | Hold |
5,161
| – | – | 0.4% | 52 |
|
|
2025
Q1 | $509K | Buy |
5,161
+500
| +11% | +$49.4K | 0.35% | 57 |
|
|
2024
Q4 | $519K | Sell |
4,661
-12
| -0.3% | -$1.34K | 0.36% | 58 |
|
|
2024
Q3 | $449K | Sell |
4,673
-12
| -0.3% | -$1.15K | 0.31% | 63 |
|
|
2024
Q2 | $465K | Sell |
4,685
-470
| -9% | -$46.7K | 0.36% | 60 |
|
|
2024
Q1 | $631K | Sell |
5,155
-582
| -10% | -$71.2K | 0.48% | 48 |
|
|
2023
Q4 | $518K | Buy |
+5,737
| New | +$518K | 0.43% | 52 |
|