Arlington Financial Advisors’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 | $4.59M | Buy |
37,018
+1,304
| +4% | +$162K | 0.75% | 36 |
|
2025
Q1 | $3.52M | Buy |
35,714
+2,795
| +8% | +$276K | 0.62% | 40 |
|
2024
Q4 | $3.67M | Sell |
32,919
-2,857
| -8% | -$318K | 0.73% | 38 |
|
2024
Q3 | $3.44M | Buy |
35,776
+745
| +2% | +$71.7K | 0.71% | 37 |
|
2024
Q2 | $3.48M | Buy |
35,031
+1,569
| +5% | +$156K | 0.76% | 35 |
|
2024
Q1 | $4.09M | Buy |
33,462
+27,453
| +457% | +$3.36M | 0.9% | 30 |
|
2023
Q4 | $543K | Sell |
6,009
-26,348
| -81% | -$2.38M | 0.16% | 59 |
|
2023
Q3 | $2.62M | Buy |
32,357
+609
| +2% | +$49.4K | 0.93% | 34 |
|
2023
Q2 | $2.83M | Buy |
31,748
+126
| +0.4% | +$11.2K | 1.03% | 30 |
|
2023
Q1 | $3.17M | Buy |
31,622
+11,260
| +55% | +$1.13M | 1.22% | 25 |
|
2022
Q4 | $1.77M | Sell |
20,362
-3,980
| -16% | -$346K | 0.75% | 31 |
|
2022
Q3 | $2.3M | Sell |
24,342
-820
| -3% | -$77.3K | 1.17% | 27 |
|
2022
Q2 | $2.38M | Buy |
25,162
+1,160
| +5% | +$109K | 1.07% | 29 |
|
2022
Q1 | $3.29M | Buy |
24,002
+3,742
| +18% | +$513K | 1.25% | 26 |
|
2021
Q4 | $3.14M | Sell |
20,260
-2,478
| -11% | -$384K | 1.06% | 32 |
|
2021
Q3 | $3.85M | Buy |
22,738
+95
| +0.4% | +$16.1K | 1.51% | 20 |
|
2021
Q2 | $3.98M | Buy |
22,643
+167
| +0.7% | +$29.4K | 1.51% | 18 |
|
2021
Q1 | $4.15M | Buy |
22,476
+423
| +2% | +$78K | 1.68% | 17 |
|
2020
Q4 | $4M | Buy |
22,053
+188
| +0.9% | +$34.1K | 1.69% | 17 |
|
2020
Q3 | $2.71M | Sell |
21,865
-332
| -1% | -$41.2K | 1.39% | 22 |
|
2020
Q2 | $2.48M | Sell |
22,197
-680
| -3% | -$75.8K | 1.4% | 21 |
|
2020
Q1 | $2.21M | Buy |
22,877
+1,074
| +5% | +$104K | 1.57% | 20 |
|
2019
Q4 | $3.15M | Sell |
21,803
-1,245
| -5% | -$180K | 1.75% | 18 |
|
2019
Q3 | $3M | Sell |
23,048
-61
| -0.3% | -$7.95K | 1.71% | 18 |
|
2019
Q2 | $3.23M | Sell |
23,109
-153
| -0.7% | -$21.4K | 1.85% | 17 |
|
2019
Q1 | $2.58M | Buy |
23,262
+159
| +0.7% | +$17.7K | 1.47% | 20 |
|
2018
Q4 | $2.53M | Buy |
23,103
+809
| +4% | +$88.7K | 1.08% | 30 |
|
2018
Q3 | $2.63M | Buy |
22,294
+1,063
| +5% | +$125K | 1.58% | 20 |
|
2018
Q2 | $2.41M | Buy |
21,231
+2,786
| +15% | +$316K | 1.4% | 22 |
|
2018
Q1 | $1.86M | Buy |
18,445
+742
| +4% | +$74.9K | 1.22% | 24 |
|
2017
Q4 | $1.96M | Buy |
+17,703
| New | +$1.96M | 0.92% | 28 |
|