TFA
Tranquilli Financial Advisor’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $290K | Buy |
2,337
+98
| +4% | +$12.2K | 0.18% | 95 |
|
2025
Q1 | $221K | Sell |
2,239
-416
| -16% | -$41.1K | 0.14% | 100 |
|
2024
Q4 | $296K | Buy |
2,655
+342
| +15% | +$38.1K | 0.19% | 87 |
|
2024
Q3 | $222K | Sell |
2,313
-20
| -0.9% | -$1.92K | 0.14% | 101 |
|
2024
Q2 | $229K | Sell |
2,333
-113
| -5% | -$11.1K | 0.15% | 95 |
|
2024
Q1 | $299K | Sell |
2,446
-175
| -7% | -$21.4K | 0.2% | 87 |
|
2023
Q4 | $237K | Buy |
2,621
+72
| +3% | +$6.5K | 0.17% | 89 |
|
2023
Q3 | $207K | Buy |
2,549
+169
| +7% | +$13.7K | 0.15% | 93 |
|
2023
Q2 | $212K | Buy |
2,380
+41
| +2% | +$3.66K | 0.15% | 88 |
|
2023
Q1 | $234K | Buy |
+2,339
| New | +$234K | 0.18% | 75 |
|