Bond & Devick Financial Network’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$340K	Buy	3,531 +546	+18%	+$57.7K	0.1%	133
2025 Q4	$340K	Buy	2,985 +237	+9%	+$26.1K	0.1%	130
2025 Q3	$315K	Buy	2,748 +528	+24%	+$62.2K	0.09%	130
2025 Q2	$275K	Hold	2,220	–	–	0.09%	142
2025 Q1	$219K	Buy	+2,220	New	+$239K	0.08%	149
2024 Q2	–	Sell	-2,829	Closed	-$346K	–	148
2024 Q1	$346K	Buy	2,829 +100	+4%	+$10.4K	0.19%	97
2023 Q4	$246K	Hold	2,729	–	–	0.14%	124
2023 Q3	$221K	Sell	2,729 -3,000	-52%	-$256K	0.14%	122
2023 Q2	$511K	Sell	5,729 -859	-13%	-$81.4K	0.32%	64
2023 Q1	$660K	Hold	6,588	–	–	0.42%	49
2022 Q4	$572K	Sell	6,588 -795	-11%	-$76K	0.41%	53
2022 Q3	$696K	Buy	7,383 +30	+0.4%	+$3.21K	0.58%	42
2022 Q2	$694K	Sell	7,353 -250	-3%	-$27.7K	0.61%	43
2022 Q1	$1.04M	Buy	7,603 +541	+8%	+$78.2K	0.83%	28
2021 Q4	$1.09M	Sell	7,062 -25	-0.4%	-$4.04K	0.82%	26
2021 Q3	$1.2M	Buy	7,087 +14	+0.2%	+$2.5K	1%	21
2021 Q2	$1.24M	Hold	7,073	–	–	1.03%	21
2021 Q1	$1.3M	Sell	7,073 -220	-3%	-$40.6K	1.21%	17
2020 Q4	$1.32M	Buy	+7,293	New	+$1.05M	1.51%	15