BFA
Bragg Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Buy |
143,479
+7,005
| +5% | +$869K | 0.64% | 57 |
|
|
2025
Q1 | $13.5M | Buy |
136,474
+4,059
| +3% | +$401K | 0.55% | 77 |
|
|
2024
Q4 | $14.7M | Buy |
132,415
+662
| +0.5% | +$73.7K | 0.6% | 65 |
|
|
2024
Q3 | $12.7M | Buy |
131,753
+5,170
| +4% | +$497K | 0.52% | 78 |
|
|
2024
Q2 | $12.6M | Buy |
126,583
+3,084
| +2% | +$306K | 0.56% | 73 |
|
|
2024
Q1 | $15.1M | Buy |
123,499
+786
| +0.6% | +$96.2K | 0.68% | 54 |
|
|
2023
Q4 | $11.1M | Buy |
122,713
+948
| +0.8% | +$85.6K | 0.53% | 78 |
|
|
2023
Q3 | $9.87M | Buy |
121,765
+3,973
| +3% | +$322K | 0.52% | 77 |
|
|
2023
Q2 | $10.5M | Buy |
117,792
+3,521
| +3% | +$314K | 0.58% | 71 |
|
|
2023
Q1 | $11.4M | Buy |
114,271
+2,103
| +2% | +$211K | 0.68% | 55 |
|
|
2022
Q4 | $9.75M | Buy |
112,168
+1,722
| +2% | +$150K | 0.59% | 67 |
|
|
2022
Q3 | $10.4M | Buy |
110,446
+4,241
| +4% | +$400K | 0.72% | 48 |
|
|
2022
Q2 | $10M | Buy |
106,205
+445
| +0.4% | +$42K | 0.67% | 60 |
|
|
2022
Q1 | $14.5M | Buy |
105,760
+3,417
| +3% | +$469K | 0.85% | 34 |
|
|
2021
Q4 | $17.3M | Hold |
102,343
| – | – | 1.11% | 16 |
|
|
2021
Q3 | $17.3M | Buy |
102,343
+1,999
| +2% | +$338K | 1.11% | 16 |
|
|
2021
Q2 | $17.6M | Buy |
100,344
+734
| +0.7% | +$129K | 1.13% | 18 |
|
|
2021
Q1 | $18.4M | Sell |
99,610
-258
| -0.3% | -$47.6K | 1.24% | 11 |
|
|
2020
Q4 | $18.1M | Sell |
99,868
-3,444
| -3% | -$624K | 1.58% | 5 |
|
|
2020
Q3 | $12.8M | Buy |
103,312
+1,604
| +2% | +$199K | 1.31% | 13 |
|
|
2020
Q2 | $11.3M | Buy |
101,708
+5,594
| +6% | +$624K | 1.26% | 19 |
|
|
2020
Q1 | $9.29M | Buy |
96,114
+7,312
| +8% | +$706K | 1.25% | 20 |
|
|
2019
Q4 | $12.8M | Buy |
88,802
+1,799
| +2% | +$260K | 1.44% | 8 |
|
|
2019
Q3 | $11.3M | Buy |
87,003
+1,091
| +1% | +$142K | 1.38% | 12 |
|
|
2019
Q2 | $12M | Buy |
85,912
+834
| +1% | +$116K | 1.48% | 9 |
|
|
2019
Q1 | $9.45M | Buy |
85,078
+66,311
| +353% | +$7.36M | 1.23% | 14 |
|
|
2018
Q4 | $2.06M | Buy |
18,767
+4,278
| +30% | +$469K | 0.31% | 107 |
|
|
2018
Q3 | $1.69M | Buy |
14,489
+1,546
| +12% | +$181K | 0.23% | 134 |
|
|
2018
Q2 | $1.36M | Buy |
12,943
+2,210
| +21% | +$232K | 0.19% | 144 |
|
|
2018
Q1 | $1.08M | Buy |
10,733
+555
| +5% | +$55.7K | 0.16% | 157 |
|
|
2017
Q4 | $1.09M | Sell |
10,178
-96
| -0.9% | -$10.3K | 0.16% | 159 |
|
|
2017
Q3 | $1.01M | Buy |
10,274
+50
| +0.5% | +$4.93K | 0.16% | 158 |
|
|
2017
Q2 | $1.09M | Buy |
10,224
+456
| +5% | +$48.4K | 0.17% | 152 |
|
|
2017
Q1 | $1.11M | Sell |
9,768
-389
| -4% | -$44.1K | 0.18% | 151 |
|
|
2016
Q4 | $1.06M | Sell |
10,157
-436
| -4% | -$45.5K | 0.17% | 161 |
|
|
2016
Q3 | $984K | Sell |
10,593
-236
| -2% | -$21.9K | 0.18% | 160 |
|
|
2016
Q2 | $1.06M | Sell |
10,829
-218
| -2% | -$21.3K | 0.19% | 155 |
|
|
2016
Q1 | $1.1M | Sell |
11,047
-75
| -0.7% | -$7.45K | 0.21% | 149 |
|
|
2015
Q4 | $1.17M | Buy |
11,122
+310
| +3% | +$32.6K | 0.25% | 126 |
|
|
2015
Q3 | $1.11M | Hold |
10,812
| – | – | 0.26% | 120 |
|
|
2015
Q2 | $1.23M | Sell |
10,812
-921
| -8% | -$105K | 0.28% | 120 |
|
|
2015
Q1 | $1.23M | Buy |
11,733
+1,306
| +13% | +$137K | 0.28% | 111 |
|
|
2014
Q4 | $982K | Sell |
10,427
-656
| -6% | -$61.8K | 0.24% | 128 |
|
|
2014
Q3 | $987K | Sell |
11,083
-409
| -4% | -$36.4K | 0.25% | 129 |
|
|
2014
Q2 | $985K | Sell |
11,492
-606
| -5% | -$51.9K | 0.24% | 136 |
|
|
2014
Q1 | $969K | Sell |
12,098
-385
| -3% | -$30.8K | 0.24% | 136 |
|
|
2013
Q4 | $954K | Sell |
12,483
-217
| -2% | -$16.6K | 0.23% | 144 |
|
|
2013
Q3 | $819K | Sell |
12,700
-255
| -2% | -$16.4K | 0.21% | 145 |
|
|
2013
Q2 | $818K | Buy |
+12,955
| New | +$818K | 0.22% | 143 |
|