Affiance Financial’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 | $316K | Sell |
2,550
-367
| -13% | -$45.5K | 0.06% | 82 |
|
|
2025
Q1 | $288K | Sell |
2,917
-432
| -13% | -$42.6K | 0.07% | 87 |
|
|
2024
Q4 | $373K | Sell |
3,349
-267
| -7% | -$29.7K | 0.09% | 77 |
|
|
2024
Q3 | $348K | Sell |
3,616
-692
| -16% | -$66.6K | 0.08% | 79 |
|
|
2024
Q2 | $428K | Hold |
4,308
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $527K | Sell |
4,308
-56
| -1% | -$6.85K | 0.14% | 65 |
|
|
2023
Q4 | $394K | Buy |
4,364
+609
| +16% | +$55K | 0.11% | 75 |
|
|
2023
Q3 | $304K | Buy |
3,755
+100
| +3% | +$8.11K | 0.15% | 81 |
|
|
2023
Q2 | $326K | Hold |
3,655
| – | – | 0.16% | 84 |
|
|
2023
Q1 | $366K | Buy |
3,655
+31
| +0.9% | +$3.1K | 0.19% | 74 |
|
|
2022
Q4 | $315K | Buy |
3,624
+151
| +4% | +$13.1K | 0.13% | 87 |
|
|
2022
Q3 | $328K | Buy |
3,473
+183
| +6% | +$17.3K | 0.18% | 63 |
|
|
2022
Q2 | $311K | Sell |
3,290
-175
| -5% | -$16.5K | 0.17% | 70 |
|
|
2022
Q1 | $475K | Sell |
3,465
-1,024
| -23% | -$140K | 0.23% | 64 |
|
|
2021
Q4 | $695K | Hold |
4,489
| – | – | 0.29% | 51 |
|
|
2021
Q3 | $759K | Sell |
4,489
-255
| -5% | -$43.1K | 0.33% | 48 |
|
|
2021
Q2 | $834K | Buy |
4,744
+908
| +24% | +$160K | 0.35% | 47 |
|
|
2021
Q1 | $708K | Buy |
3,836
+113
| +3% | +$20.9K | 0.32% | 50 |
|
|
2020
Q4 | $674K | Sell |
3,723
-62
| -2% | -$11.2K | 0.35% | 46 |
|
|
2020
Q3 | $470K | Buy |
3,785
+65
| +2% | +$8.07K | 0.27% | 55 |
|
|
2020
Q2 | $415K | Sell |
3,720
-417
| -10% | -$46.5K | 0.23% | 56 |
|
|
2020
Q1 | $400K | Buy |
4,137
+561
| +16% | +$54.2K | 0.28% | 53 |
|
|
2019
Q4 | $517K | Sell |
3,576
-15
| -0.4% | -$2.17K | 0.29% | 52 |
|
|
2019
Q3 | $468K | Sell |
3,591
-27
| -0.7% | -$3.52K | 0.28% | 55 |
|
|
2019
Q2 | $505K | Sell |
3,618
-3
| -0.1% | -$419 | 0.31% | 54 |
|
|
2019
Q1 | $402K | Buy |
3,621
+572
| +19% | +$63.5K | 0.25% | 62 |
|
|
2018
Q4 | $334K | Sell |
3,049
-107
| -3% | -$11.7K | 0.22% | 70 |
|
|
2018
Q3 | $369K | Sell |
3,156
-102
| -3% | -$11.9K | 0.24% | 64 |
|
|
2018
Q2 | $341K | Buy |
3,258
+112
| +4% | +$11.7K | 0.26% | 67 |
|
|
2018
Q1 | $316K | Hold |
3,146
| – | – | 0.28% | 60 |
|
|
2017
Q4 | $338K | Sell |
3,146
-84
| -3% | -$9.03K | 0.25% | 56 |
|
|
2017
Q3 | $318K | Buy |
3,230
+74
| +2% | +$7.29K | 0.26% | 57 |
|
|
2017
Q2 | $335K | Hold |
3,156
| – | – | 0.27% | 51 |
|
|
2017
Q1 | $358K | Buy |
3,156
+100
| +3% | +$11.3K | 0.28% | 55 |
|
|
2016
Q4 | $319K | Hold |
3,056
| – | – | 0.26% | 63 |
|
|
2016
Q3 | $284K | Buy |
3,056
+130
| +4% | +$12.1K | 0.23% | 65 |
|
|
2016
Q2 | $286K | Buy |
2,926
+27
| +0.9% | +$2.64K | 0.24% | 66 |
|
|
2016
Q1 | $288K | Buy |
2,899
+5
| +0.2% | +$497 | 0.28% | 69 |
|
|
2015
Q4 | $304K | Hold |
2,894
| – | – | 0.31% | 61 |
|
|
2015
Q3 | $296K | Buy |
2,894
+3
| +0.1% | +$307 | 0.37% | 59 |
|
|
2015
Q2 | $330K | Hold |
2,891
| – | – | 0.42% | 62 |
|
|
2015
Q1 | $303K | Buy |
2,891
+530
| +22% | +$55.5K | 0.46% | 64 |
|
|
2014
Q4 | $222K | Buy |
+2,361
| New | +$222K | 0.39% | 66 |
|