AFA
American Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Buy |
4,891
+36
| +0.7% | +$4.47K | 0.08% | 78 |
|
|
2025
Q1 | $479K | Sell |
4,855
-59
| -1% | -$5.82K | 0.07% | 82 |
|
|
2024
Q4 | $547K | Sell |
4,914
-408
| -8% | -$45.4K | 0.08% | 74 |
|
|
2024
Q3 | $512K | Sell |
5,322
-146
| -3% | -$14K | 0.07% | 80 |
|
|
2024
Q2 | $543K | Sell |
5,468
-443
| -7% | -$44K | 0.08% | 74 |
|
|
2024
Q1 | $723K | Sell |
5,911
-463
| -7% | -$56.7K | 0.1% | 71 |
|
|
2023
Q4 | $576K | Sell |
6,374
-216
| -3% | -$19.5K | 0.09% | 72 |
|
|
2023
Q3 | $534K | Sell |
6,590
-200
| -3% | -$16.2K | 0.08% | 74 |
|
|
2023
Q2 | $606K | Sell |
6,790
-592
| -8% | -$52.9K | 0.09% | 74 |
|
|
2023
Q1 | $739K | Sell |
7,382
-2
| -0% | -$200 | 0.12% | 66 |
|
|
2022
Q4 | $642K | Buy |
7,384
+239
| +3% | +$20.8K | 0.11% | 67 |
|
|
2022
Q3 | $674K | Buy |
+7,145
| New | +$674K | 0.12% | 65 |
|
|
2022
Q2 | – | Sell |
-6,663
| Closed | -$914K | – | 94 |
|
|
2022
Q1 | $914K | Buy |
6,663
+5
| +0.1% | +$686 | 0.13% | 61 |
|
|
2021
Q4 | $1.03M | Buy |
6,658
+397
| +6% | +$61.5K | 0.13% | 60 |
|
|
2021
Q3 | $1.06M | Sell |
6,261
-153
| -2% | -$25.9K | 0.14% | 58 |
|
|
2021
Q2 | $1.13M | Sell |
6,414
-592
| -8% | -$104K | 0.16% | 57 |
|
|
2021
Q1 | $1.29M | Sell |
7,006
-75
| -1% | -$13.8K | 0.19% | 52 |
|
|
2020
Q4 | $1.28M | Buy |
7,081
+139
| +2% | +$25.2K | 0.18% | 54 |
|
|
2020
Q3 | $861K | Sell |
6,942
-489
| -7% | -$60.7K | 0.14% | 56 |
|
|
2020
Q2 | $873K | Buy |
7,431
+542
| +8% | +$63.7K | 0.14% | 57 |
|
|
2020
Q1 | $730K | Buy |
6,889
+3,896
| +130% | +$413K | 0.13% | 56 |
|
|
2019
Q4 | $389K | Buy |
2,993
+6
| +0.2% | +$780 | 0.07% | 62 |
|
|
2019
Q3 | $389K | Buy |
2,987
+321
| +12% | +$41.8K | 0.07% | 62 |
|
|
2019
Q2 | $372K | Buy |
2,666
+403
| +18% | +$56.2K | 0.07% | 70 |
|
|
2019
Q1 | $251K | Buy |
2,263
+220
| +11% | +$24.4K | 0.05% | 90 |
|
|
2018
Q4 | $224K | Buy |
+2,043
| New | +$224K | 0.05% | 84 |
|