America First Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-540
| Closed | -$53.6K | – | 49 |
|
|
2024
Q2 | $53.6K | Sell |
540
-40
| -7% | -$3.97K | 0.01% | 56 |
|
|
2024
Q1 | $71K | Sell |
580
-421
| -42% | -$51.5K | 0.02% | 50 |
|
|
2023
Q4 | $90.4K | Hold |
1,001
| – | – | 0.02% | 45 |
|
|
2023
Q3 | $81.1K | Hold |
1,001
| – | – | 0.02% | 45 |
|
|
2023
Q2 | $89.4K | Hold |
1,001
| – | – | 0.02% | 46 |
|
|
2023
Q1 | $100K | Sell |
1,001
-242
| -19% | -$24.2K | 0.03% | 45 |
|
|
2022
Q4 | $108K | Hold |
1,243
| – | – | 0.03% | 44 |
|
|
2022
Q3 | $117K | Hold |
1,243
| – | – | 0.04% | 39 |
|
|
2022
Q2 | $117K | Hold |
1,243
| – | – | 0.04% | 40 |
|
|
2022
Q1 | $170K | Sell |
1,243
-323
| -21% | -$44.2K | 0.05% | 40 |
|
|
2021
Q4 | $243K | Buy |
1,566
+461
| +42% | +$71.5K | 0.07% | 41 |
|
|
2021
Q3 | $187K | Buy |
1,105
+30
| +3% | +$5.08K | 0.06% | 42 |
|
|
2021
Q2 | $189K | Hold |
1,075
| – | – | 0.06% | 42 |
|
|
2021
Q1 | $198K | Sell |
1,075
-281
| -21% | -$51.8K | 0.06% | 44 |
|
|
2020
Q4 | $246K | Hold |
1,356
| – | – | 0.07% | 45 |
|
|
2020
Q3 | $168K | Hold |
1,356
| – | – | 0.05% | 44 |
|
|
2020
Q2 | $151K | Buy |
1,356
+475
| +54% | +$52.9K | 0.05% | 46 |
|
|
2020
Q1 | $85K | Sell |
881
-340
| -28% | -$32.8K | 0.03% | 46 |
|
|
2019
Q4 | $177K | Buy |
1,221
+1,211
| +12,110% | +$176K | 0.05% | 41 |
|
|
2019
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 86 |
|
|
2019
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 86 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 89 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 88 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 93 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 95 |
|
|
2018
Q1 | $1K | Sell |
10
-75
| -88% | -$7.5K | ﹤0.01% | 100 |
|
|
2017
Q4 | $9K | Buy |
85
+75
| +750% | +$7.94K | ﹤0.01% | 93 |
|
|
2017
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 98 |
|
|
2017
Q2 | $1K | Sell |
10
-225
| -96% | -$22.5K | ﹤0.01% | 102 |
|
|
2017
Q1 | $27K | Buy |
235
+225
| +2,250% | +$25.9K | 0.01% | 91 |
|
|
2016
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 103 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 139 |
|
|
2016
Q2 | $1K | Sell |
10
-115
| -92% | -$11.5K | ﹤0.01% | 103 |
|
|
2016
Q1 | $12K | Sell |
125
-328
| -72% | -$31.5K | 0.01% | 94 |
|
|
2015
Q4 | $48K | Hold |
453
| – | – | 0.02% | 59 |
|
|
2015
Q3 | $46K | Sell |
453
-457
| -50% | -$46.4K | 0.02% | 61 |
|
|
2015
Q2 | $104K | Hold |
910
| – | – | 0.05% | 48 |
|
|
2015
Q1 | $95K | Hold |
910
| – | – | 0.04% | 57 |
|
|
2014
Q4 | $86K | Hold |
910
| – | – | 0.04% | 61 |
|
|
2014
Q3 | $81K | Hold |
910
| – | – | 0.04% | 61 |
|
|
2014
Q2 | $78K | Hold |
910
| – | – | 0.03% | 65 |
|
|
2014
Q1 | $73K | Sell |
910
-561
| -38% | -$45K | 0.03% | 66 |
|
|
2013
Q4 | $112K | Hold |
1,471
| – | – | 0.05% | 57 |
|
|
2013
Q3 | $95K | Buy |
1,471
+900
| +158% | +$58.1K | 0.05% | 65 |
|
|
2013
Q2 | $36K | Buy |
+571
| New | +$36K | 0.02% | 85 |
|