BFG
Barber Financial Group’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $455K | Sell |
4,540
-96
| -2% | -$9.61K | 0.08% | 81 |
|
|
2022
Q4 | $403K | Buy |
4,636
+433
| +10% | +$37.6K | 0.11% | 83 |
|
|
2022
Q3 | $397K | Buy |
4,203
+30
| +0.7% | +$2.83K | 0.12% | 80 |
|
|
2022
Q2 | $394K | Buy |
4,173
+230
| +6% | +$21.7K | 0.06% | 85 |
|
|
2022
Q1 | $541K | Sell |
3,943
-370
| -9% | -$50.8K | 0.07% | 70 |
|
|
2021
Q4 | $668K | Sell |
4,313
-126
| -3% | -$19.5K | 0.08% | 79 |
|
|
2021
Q3 | $751K | Buy |
4,439
+657
| +17% | +$111K | 0.1% | 68 |
|
|
2021
Q2 | $665K | Buy |
3,782
+200
| +6% | +$35.2K | 0.09% | 75 |
|
|
2021
Q1 | $661K | Buy |
3,582
+444
| +14% | +$81.9K | 0.1% | 74 |
|
|
2020
Q4 | $569K | Buy |
3,138
+11
| +0.4% | +$2K | 0.1% | 75 |
|
|
2020
Q3 | $388K | Sell |
3,127
-1,369
| -30% | -$170K | 0.09% | 85 |
|
|
2020
Q2 | $501K | Buy |
4,496
+450
| +11% | +$50.1K | 0.12% | 65 |
|
|
2020
Q1 | $391K | Buy |
4,046
+404
| +11% | +$39K | 0.12% | 71 |
|
|
2019
Q4 | $527K | Sell |
3,642
-50
| -1% | -$7.24K | 0.11% | 83 |
|
|
2019
Q3 | $481K | Sell |
3,692
-507
| -12% | -$66.1K | 0.1% | 83 |
|
|
2019
Q2 | $586K | Buy |
4,199
+435
| +12% | +$60.7K | 0.14% | 76 |
|
|
2019
Q1 | $418K | Buy |
3,764
+449
| +14% | +$49.9K | 0.08% | 84 |
|
|
2018
Q4 | $363K | Sell |
3,315
-219
| -6% | -$24K | 0.08% | 89 |
|
|
2018
Q3 | $413K | Buy |
3,534
+150
| +4% | +$17.5K | 0.1% | 85 |
|
|
2018
Q2 | $355K | Buy |
3,384
+350
| +12% | +$36.7K | 0.1% | 86 |
|
|
2018
Q1 | $305K | Buy |
3,034
+21
| +0.7% | +$2.11K | 0.08% | 98 |
|
|
2017
Q4 | $324K | Hold |
3,013
| – | – | 0.08% | 89 |
|
|
2017
Q3 | $297K | Buy |
3,013
+58
| +2% | +$5.72K | 0.08% | 79 |
|
|
2017
Q2 | $314K | Sell |
2,955
-13
| -0.4% | -$1.38K | 0.1% | 62 |
|
|
2017
Q1 | $337K | Buy |
2,968
+230
| +8% | +$26.1K | 0.12% | 62 |
|
|
2016
Q4 | $285K | Buy |
+2,738
| New | +$285K | 0.1% | 63 |
|