Archford Capital Strategies’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 | $713K | Buy |
5,750
+1,935
| +51% | +$240K | 0.09% | 187 |
|
|
2025
Q1 | $377K | Sell |
3,815
-733
| -16% | -$72.3K | 0.06% | 225 |
|
|
2024
Q4 | $506K | Sell |
4,548
-387
| -8% | -$43.1K | 0.08% | 181 |
|
|
2024
Q3 | $469K | Sell |
4,935
-31
| -0.6% | -$2.94K | 0.07% | 179 |
|
|
2024
Q2 | $493K | Buy |
4,966
+112
| +2% | +$11.1K | 0.08% | 178 |
|
|
2024
Q1 | $594K | Buy |
4,854
+1,369
| +39% | +$168K | 0.1% | 163 |
|
|
2023
Q4 | $315K | Sell |
3,485
-7,068
| -67% | -$638K | 0.06% | 208 |
|
|
2023
Q3 | $855K | Sell |
10,553
-320
| -3% | -$25.9K | 0.17% | 135 |
|
|
2023
Q2 | $942K | Buy |
10,873
+119
| +1% | +$10.3K | 0.18% | 134 |
|
|
2023
Q1 | $1.07M | Buy |
10,754
+679
| +7% | +$67.8K | 0.22% | 107 |
|
|
2022
Q4 | $875K | Buy |
10,075
+3,081
| +44% | +$268K | 0.2% | 123 |
|
|
2022
Q3 | $660K | Buy |
6,994
+57
| +0.8% | +$5.38K | 0.17% | 144 |
|
|
2022
Q2 | $655K | Sell |
6,937
-410
| -6% | -$38.7K | 0.16% | 151 |
|
|
2022
Q1 | $996K | Sell |
7,347
-174
| -2% | -$23.6K | 0.22% | 108 |
|
|
2021
Q4 | $1.17M | Sell |
7,521
-1,030
| -12% | -$160K | 0.27% | 96 |
|
|
2021
Q3 | $1.45M | Buy |
8,551
+110
| +1% | +$18.6K | 0.34% | 69 |
|
|
2021
Q2 | $1.48M | Buy |
8,441
+121
| +1% | +$21.3K | 0.37% | 64 |
|
|
2021
Q1 | $1.55M | Sell |
8,320
-678
| -8% | -$126K | 0.41% | 62 |
|
|
2020
Q4 | $1.61M | Buy |
8,998
+476
| +6% | +$85.1K | 0.37% | 80 |
|
|
2020
Q3 | $1.06M | Sell |
8,522
-1,108
| -12% | -$137K | 0.28% | 102 |
|
|
2020
Q2 | $1.07M | Buy |
9,630
+874
| +10% | +$97.5K | 0.32% | 95 |
|
|
2020
Q1 | $846K | Sell |
8,756
-833
| -9% | -$80.5K | 0.33% | 97 |
|
|
2019
Q4 | $1.39M | Buy |
9,589
+486
| +5% | +$70.3K | 0.48% | 61 |
|
|
2019
Q3 | $1.19M | Sell |
9,103
-40
| -0.4% | -$5.21K | 0.44% | 67 |
|
|
2019
Q2 | $1.28M | Buy |
9,143
+2,218
| +32% | +$310K | 0.46% | 60 |
|
|
2019
Q1 | $769K | Buy |
6,925
+709
| +11% | +$78.7K | 0.28% | 107 |
|
|
2018
Q4 | $682K | Sell |
6,216
-685
| -10% | -$75.2K | 0.27% | 112 |
|
|
2018
Q3 | $807K | Sell |
6,901
-632
| -8% | -$73.9K | 0.29% | 96 |
|
|
2018
Q2 | $790K | Buy |
+7,533
| New | +$790K | 0.28% | 108 |
|
|
2018
Q1 | – | Sell |
-7,249
| Closed | -$779K | – | 676 |
|
|
2017
Q4 | $779K | Sell |
7,249
-3,974
| -35% | -$427K | 0.29% | 115 |
|
|
2017
Q3 | $1.11M | Sell |
11,223
-2,364
| -17% | -$233K | 0.41% | 82 |
|
|
2017
Q2 | $1.44M | Sell |
13,587
-354
| -3% | -$37.6K | 0.57% | 57 |
|
|
2017
Q1 | $1.58M | Sell |
13,941
-928
| -6% | -$105K | 0.6% | 47 |
|
|
2016
Q4 | $1.55M | Sell |
14,869
-735
| -5% | -$76.6K | 0.65% | 45 |
|
|
2016
Q3 | $1.45M | Buy |
15,604
+1,434
| +10% | +$133K | 0.6% | 49 |
|
|
2016
Q2 | $1.39M | Buy |
14,170
+2,515
| +22% | +$246K | 0.73% | 34 |
|
|
2016
Q1 | $1.16M | Buy |
11,655
+991
| +9% | +$98.4K | 0.55% | 56 |
|
|
2015
Q4 | $1.12M | Buy |
10,664
+1,110
| +12% | +$117K | 0.51% | 59 |
|
|
2015
Q3 | $976K | Sell |
9,554
-201
| -2% | -$20.5K | 0.73% | 35 |
|
|
2015
Q2 | $1.11M | Buy |
9,755
+200
| +2% | +$22.8K | 0.79% | 31 |
|
|
2015
Q1 | $1M | Buy |
9,555
+828
| +9% | +$86.8K | 0.69% | 46 |
|
|
2014
Q4 | $822K | Sell |
8,727
-180
| -2% | -$17K | 0.6% | 54 |
|
|
2014
Q3 | $793K | Buy |
8,907
+6,441
| +261% | +$573K | 0.63% | 46 |
|
|
2014
Q2 | $211K | Buy |
2,466
+623
| +34% | +$53.4K | 0.16% | 122 |
|
|
2014
Q1 | $148K | Buy |
+1,843
| New | +$148K | 0.12% | 134 |
|