Vantage Financial Partners (Wisconsin)’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 | $434K | Sell |
3,502
-100
| -3% | -$12.4K | 0.1% | 121 |
|
|
2025
Q1 | $356K | Buy |
3,602
+14
| +0.4% | +$1.38K | 0.09% | 126 |
|
|
2024
Q4 | $400K | Sell |
3,588
-14
| -0.4% | -$1.56K | 0.1% | 119 |
|
|
2024
Q3 | $346K | Sell |
3,602
-140
| -4% | -$13.5K | 0.09% | 128 |
|
|
2024
Q2 | $372K | Sell |
3,742
-9
| -0.2% | -$894 | 0.1% | 102 |
|
|
2024
Q1 | $459K | Sell |
3,751
-88
| -2% | -$10.8K | 0.12% | 87 |
|
|
2023
Q4 | $347K | Buy |
3,839
+10
| +0.3% | +$903 | 0.1% | 91 |
|
|
2023
Q3 | $310K | Buy |
3,829
+500
| +15% | +$40.5K | 0.12% | 60 |
|
|
2023
Q2 | $297K | Sell |
3,329
-33
| -1% | -$2.95K | 0.11% | 62 |
|
|
2023
Q1 | $337K | Buy |
+3,362
| New | +$337K | 0.13% | 58 |
|