Worth Financial Advisory 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 | $212K | Buy |
+1,712
| New | +$212K | 0.13% | 142 |
|
|
2025
Q1 | – | Sell |
-2,019
| Closed | -$225K | – | 159 |
|
|
2024
Q4 | $225K | Sell |
2,019
-768
| -28% | -$85.5K | 0.14% | 145 |
|
|
2024
Q3 | $268K | Sell |
2,787
-540
| -16% | -$51.9K | 0.16% | 137 |
|
|
2024
Q2 | $330K | Sell |
3,327
-662
| -17% | -$65.7K | 0.22% | 103 |
|
|
2024
Q1 | $488K | Sell |
3,989
-2,357
| -37% | -$288K | 0.34% | 78 |
|
|
2023
Q4 | $573K | Sell |
6,346
-1,387
| -18% | -$125K | 0.46% | 58 |
|
|
2023
Q3 | $627K | Sell |
7,733
-571
| -7% | -$46.3K | 0.57% | 47 |
|
|
2023
Q2 | $741K | Sell |
8,304
-1,125
| -12% | -$100K | 0.69% | 37 |
|
|
2023
Q1 | $944K | Buy |
9,429
+394
| +4% | +$39.5K | 0.9% | 26 |
|
|
2022
Q4 | $785K | Buy |
+9,035
| New | +$785K | 0.91% | 25 |
|