BDFN
Bond & Devick Financial Network’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $275K | Hold |
2,220
| – | – | 0.09% | 142 |
|
2025
Q1 | $219K | Buy |
+2,220
| New | +$219K | 0.08% | 149 |
|
2024
Q2 | – | Sell |
-2,829
| Closed | -$346K | – | 148 |
|
2024
Q1 | $346K | Buy |
2,829
+100
| +4% | +$12.2K | 0.19% | 97 |
|
2023
Q4 | $246K | Hold |
2,729
| – | – | 0.14% | 124 |
|
2023
Q3 | $221K | Sell |
2,729
-3,000
| -52% | -$243K | 0.14% | 122 |
|
2023
Q2 | $511K | Sell |
5,729
-859
| -13% | -$76.7K | 0.32% | 64 |
|
2023
Q1 | $660K | Hold |
6,588
| – | – | 0.42% | 49 |
|
2022
Q4 | $572K | Sell |
6,588
-795
| -11% | -$69.1K | 0.41% | 53 |
|
2022
Q3 | $696K | Buy |
7,383
+30
| +0.4% | +$2.83K | 0.58% | 42 |
|
2022
Q2 | $694K | Sell |
7,353
-250
| -3% | -$23.6K | 0.61% | 43 |
|
2022
Q1 | $1.04M | Buy |
7,603
+541
| +8% | +$74.2K | 0.83% | 28 |
|
2021
Q4 | $1.09M | Sell |
7,062
-25
| -0.4% | -$3.87K | 0.82% | 26 |
|
2021
Q3 | $1.2M | Buy |
7,087
+14
| +0.2% | +$2.37K | 1% | 21 |
|
2021
Q2 | $1.24M | Hold |
7,073
| – | – | 1.03% | 21 |
|
2021
Q1 | $1.31M | Sell |
7,073
-220
| -3% | -$40.6K | 1.21% | 17 |
|
2020
Q4 | $1.32M | Buy |
+7,293
| New | +$1.32M | 1.51% | 15 |
|