Bouchey Financial Group’s Walt Disney DIS Stock Holding History

Bouchey Financial Group’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,860	Closed	-$207K	–	144
2024 Q4	$207K	Buy	+1,860	New	+$195K	0.02%	143
2024 Q2	–	Sell	-1,760	Closed	-$215K	–	151
2024 Q1	$215K	Buy	+1,760	New	+$184K	0.02%	136
2023 Q2	–	Sell	-2,319	Closed	-$232K	–	116
2023 Q1	$232K	Buy	+2,319	New	+$234K	0.03%	93
2022 Q2	–	Sell	-2,065	Closed	-$283K	–	90
2022 Q1	$283K	Hold	2,065	–	–	0.04%	81
2021 Q4	$320K	Buy	2,065 +141	+7%	+$22.8K	0.04%	77
2021 Q3	$325K	Buy	1,924 +301	+19%	+$53.7K	0.05%	69
2021 Q2	$285K	Sell	1,623 -64	-4%	-$11.5K	0.05%	65
2021 Q1	$311K	Buy	+1,687	New	+$311K	0.05%	62
2020 Q3	–	Sell	-2,254	Closed	-$251K	–	72
2020 Q2	$251K	Buy	+2,254	New	+$249K	0.05%	54
2020 Q1	–	Sell	-1,574	Closed	-$228K	–	65
2019 Q4	$228K	Buy	+1,574	New	+$220K	0.05%	69

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bouchey Financial Group's DIS Position: Q1 2025 in Review

Bouchey Financial Group sold out of Walt Disney (DIS) in Q1 2025, closing a stake of 1,860 shares — an estimated $207K sold.

Bouchey Financial Group first reported a position in DIS in Q4 2019 and held it in 10 quarters. The position peaked at $325K in Q3 2021. 3,068 funds tracked by Wall St. Rank hold DIS as of Q1 2025.

Bouchey Financial Group reported no remaining Walt Disney position as of Q1 2025 after selling out during the quarter.
Bouchey Financial Group sold 1,860 Walt Disney shares in Q1 2025, an estimated $207K.
Bouchey Financial Group first reported a position in Walt Disney in Q4 2019 and held it in 10 quarters.
Bouchey Financial Group's Walt Disney position peaked at $325K in Q3 2021.
3,068 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.

Based on Bouchey Financial Group's 13F filing for Q1 2025, filed 9 May 2025.