Brighton Jones LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
28,265
-199
| -0.7% | -$24.7K | 0.09% | 126 |
|
|
2025
Q1 | $2.81M | Buy |
28,464
+1,697
| +6% | +$167K | 0.09% | 129 |
|
|
2024
Q4 | $2.98M | Buy |
26,767
+1,904
| +8% | +$212K | 0.09% | 120 |
|
|
2024
Q3 | $2.39M | Sell |
24,863
-3,213
| -11% | -$309K | 0.09% | 116 |
|
|
2024
Q2 | $2.79M | Buy |
28,076
+1,778
| +7% | +$177K | 0.09% | 112 |
|
|
2024
Q1 | $3.22M | Buy |
26,298
+145
| +0.6% | +$17.7K | 0.12% | 98 |
|
|
2023
Q4 | $2.36M | Sell |
26,153
-536
| -2% | -$48.4K | 0.1% | 113 |
|
|
2023
Q3 | $2.16M | Sell |
26,689
-583
| -2% | -$47.3K | 0.11% | 103 |
|
|
2023
Q2 | $2.43M | Sell |
27,272
-407
| -1% | -$36.3K | 0.12% | 98 |
|
|
2023
Q1 | $2.77M | Sell |
27,679
-511
| -2% | -$51.2K | 0.16% | 83 |
|
|
2022
Q4 | $2.45M | Sell |
28,190
-3,506
| -11% | -$305K | 0.15% | 84 |
|
|
2022
Q3 | $2.99M | Sell |
31,696
-1,523
| -5% | -$144K | 0.18% | 64 |
|
|
2022
Q2 | $3.14M | Sell |
33,219
-1,426
| -4% | -$135K | 0.18% | 67 |
|
|
2022
Q1 | $4.75M | Buy |
34,645
+3,916
| +13% | +$537K | 0.22% | 52 |
|
|
2021
Q4 | $4.76M | Buy |
30,729
+1,357
| +5% | +$210K | 0.22% | 50 |
|
|
2021
Q3 | $4.97M | Buy |
29,372
+2,841
| +11% | +$481K | 0.26% | 43 |
|
|
2021
Q2 | $4.66M | Buy |
26,531
+374
| +1% | +$65.7K | 0.24% | 46 |
|
|
2021
Q1 | $4.83M | Buy |
26,157
+1,944
| +8% | +$359K | 0.29% | 38 |
|
|
2020
Q4 | $4.39M | Buy |
24,213
+13
| +0.1% | +$2.36K | 0.27% | 41 |
|
|
2020
Q3 | $3M | Buy |
24,200
+572
| +2% | +$71K | 0.21% | 44 |
|
|
2020
Q2 | $2.64M | Sell |
23,628
-1,326
| -5% | -$148K | 0.21% | 43 |
|
|
2020
Q1 | $2.41M | Buy |
24,954
+6,503
| +35% | +$628K | 0.25% | 37 |
|
|
2019
Q4 | $2.67M | Buy |
18,451
+1,165
| +7% | +$169K | 0.29% | 44 |
|
|
2019
Q3 | $2.25M | Buy |
17,286
+449
| +3% | +$58.5K | 0.26% | 45 |
|
|
2019
Q2 | $2.35M | Sell |
16,837
-2,001
| -11% | -$279K | 0.27% | 47 |
|
|
2019
Q1 | $2.09M | Buy |
18,838
+3,751
| +25% | +$417K | 0.25% | 55 |
|
|
2018
Q4 | $1.65M | Buy |
15,087
+758
| +5% | +$83.1K | 0.24% | 55 |
|
|
2018
Q3 | $1.68M | Sell |
14,329
-196
| -1% | -$22.9K | 0.21% | 62 |
|
|
2018
Q2 | $1.52M | Sell |
14,525
-2,688
| -16% | -$282K | 0.2% | 64 |
|
|
2018
Q1 | $1.73M | Sell |
17,213
-949
| -5% | -$95.3K | 0.24% | 51 |
|
|
2017
Q4 | $1.95M | Sell |
18,162
-1,277
| -7% | -$137K | 0.24% | 43 |
|
|
2017
Q3 | $1.45M | Buy |
19,439
+2,335
| +14% | +$174K | 0.19% | 66 |
|
|
2017
Q2 | $1.31M | Buy |
17,104
+712
| +4% | +$54.7K | 0.19% | 70 |
|
|
2017
Q1 | $1.32M | Buy |
16,392
+14,167
| +637% | +$1.14M | 0.32% | 29 |
|
|
2016
Q4 | $232K | Sell |
2,225
-11,205
| -83% | -$1.17M | 0.09% | 87 |
|
|
2016
Q3 | $1.25M | Buy |
13,430
+146
| +1% | +$13.6K | 0.2% | 60 |
|
|
2016
Q2 | $1.3M | Sell |
13,284
-241
| -2% | -$23.6K | 0.23% | 53 |
|
|
2016
Q1 | $1.34M | Buy |
13,525
+978
| +8% | +$97.1K | 0.25% | 49 |
|
|
2015
Q4 | $1.32M | Buy |
12,547
+1,208
| +11% | +$127K | 0.26% | 46 |
|
|
2015
Q3 | $1.16M | Buy |
11,339
+3,449
| +44% | +$353K | 0.25% | 44 |
|
|
2015
Q2 | $901K | Buy |
7,890
+920
| +13% | +$105K | 0.21% | 54 |
|
|
2015
Q1 | $731K | Sell |
6,970
-468
| -6% | -$49.1K | 0.17% | 67 |
|
|
2014
Q4 | $701K | Buy |
7,438
+478
| +7% | +$45K | 0.16% | 75 |
|
|
2014
Q3 | $620K | Buy |
6,960
+1,175
| +20% | +$105K | 0.14% | 87 |
|
|
2014
Q2 | $496K | Buy |
5,785
+4
| +0.1% | +$343 | 0.11% | 98 |
|
|
2014
Q1 | $463K | Sell |
5,781
-6,512
| -53% | -$522K | 0.11% | 98 |
|
|
2013
Q4 | $939K | Buy |
12,293
+7,214
| +142% | +$551K | 0.22% | 53 |
|
|
2013
Q3 | $328K | Buy |
5,079
+274
| +6% | +$17.7K | 0.09% | 107 |
|
|
2013
Q2 | $303K | Buy |
+4,805
| New | +$303K | 0.09% | 84 |
|