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Foresight Wealth Management, LLC

SEC CIK
0001729735
Latest filing
Feb 13, 2023

DIS holding history

Walt Disney Co in every 13F filed by Foresight Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q4 2022 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of DIS by Foresight Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−3,987−100.0%Sold outHolders
Q3 20223,987$376.0K0.2%−160−3.9%ReducedHolders
Q2 20224,147$391.0K0.1%−145−3.4%ReducedHolders
Q1 20224,292$589.0K0.2%+36+0.8%AddedHolders
Q4 20214,256$659.0K0.3%−152−3.4%ReducedHolders
Q3 20214,408$746.0K0.3%−1,214−21.6%ReducedHolders
Q2 20215,622$988.0K0.4%+155+2.8%AddedHolders
Q1 20215,467$1.01M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.