TCA
Trifecta Capital Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Sell |
1,539
-1
| -0.1% | -$124 | 0.03% | 100 |
|
|
2025
Q1 | $152K | Sell |
1,540
-1
| -0.1% | -$99 | 0.03% | 91 |
|
|
2024
Q4 | $172K | Sell |
1,541
-34
| -2% | -$3.79K | 0.03% | 89 |
|
|
2024
Q3 | $152K | Sell |
1,575
-1,130
| -42% | -$109K | 0.03% | 92 |
|
|
2024
Q2 | $269K | Sell |
2,705
-849
| -24% | -$84.3K | 0.06% | 74 |
|
|
2024
Q1 | $435K | Sell |
3,554
-497
| -12% | -$60.8K | 0.11% | 71 |
|
|
2023
Q4 | $366K | Hold |
4,051
| – | – | 0.1% | 69 |
|
|
2023
Q3 | $328K | Buy |
4,051
+277
| +7% | +$22.5K | 0.11% | 70 |
|
|
2023
Q2 | $337K | Buy |
3,774
+295
| +8% | +$26.3K | 0.11% | 71 |
|
|
2023
Q1 | $348K | Buy |
3,479
+100
| +3% | +$10K | 0.12% | 73 |
|
|
2022
Q4 | $294K | Buy |
+3,379
| New | +$294K | 0.12% | 77 |
|