TFM
TFC Financial Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
3,427
-2
| -0.1% | -$248 | 0.06% | 82 |
|
|
2025
Q1 | $338K | Buy |
3,429
+2
| +0.1% | +$197 | 0.05% | 87 |
|
|
2024
Q4 | $382K | Buy |
3,427
+6
| +0.2% | +$668 | 0.06% | 81 |
|
|
2024
Q3 | $329K | Buy |
3,421
+10
| +0.3% | +$962 | 0.05% | 94 |
|
|
2024
Q2 | $339K | Buy |
3,411
+1,970
| +137% | +$196K | 0.06% | 79 |
|
|
2024
Q1 | $176K | Sell |
1,441
-59
| -4% | -$7.22K | 0.03% | 128 |
|
|
2023
Q4 | $135K | Sell |
1,500
-303
| -17% | -$27.4K | 0.03% | 151 |
|
|
2023
Q3 | $146K | Sell |
1,803
-404
| -18% | -$32.8K | 0.03% | 133 |
|
|
2023
Q2 | $197K | Sell |
2,207
-78
| -3% | -$6.97K | 0.05% | 110 |
|
|
2023
Q1 | $229K | Sell |
2,285
-1,266
| -36% | -$127K | 0.06% | 94 |
|
|
2022
Q4 | $309K | Sell |
3,551
-699
| -16% | -$60.7K | 0.09% | 72 |
|
|
2022
Q3 | $401K | Buy |
4,250
+570
| +15% | +$53.8K | 0.13% | 61 |
|
|
2022
Q2 | $347K | Sell |
3,680
-675
| -15% | -$63.6K | 0.1% | 69 |
|
|
2022
Q1 | $597K | Buy |
4,355
+235
| +6% | +$32.2K | 0.17% | 44 |
|
|
2021
Q4 | $638K | Buy |
4,120
+140
| +4% | +$21.7K | 0.19% | 43 |
|
|
2021
Q3 | $673K | Buy |
3,980
+120
| +3% | +$20.3K | 0.22% | 35 |
|
|
2021
Q2 | $679K | Buy |
3,860
+6
| +0.2% | +$1.06K | 0.23% | 32 |
|
|
2021
Q1 | $711K | Buy |
3,854
+180
| +5% | +$33.2K | 0.28% | 28 |
|
|
2020
Q4 | $666K | Buy |
3,674
+58
| +2% | +$10.5K | 0.28% | 28 |
|
|
2020
Q3 | $449K | Buy |
+3,616
| New | +$449K | 0.22% | 42 |
|