DBIA
Dumont & Blake Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
18,974
+70
| +0.4% | +$8.68K | 0.61% | 41 |
|
|
2025
Q1 | $1.87M | Buy |
18,904
+124
| +0.7% | +$12.2K | 0.52% | 54 |
|
|
2024
Q4 | $2.09M | Buy |
18,780
+2,124
| +13% | +$237K | 0.56% | 42 |
|
|
2024
Q3 | $1.6M | Sell |
16,656
-16,835
| -50% | -$1.62M | 0.43% | 65 |
|
|
2024
Q2 | $3.33M | Buy |
33,491
+16,791
| +101% | +$1.67M | 0.47% | 54 |
|
|
2024
Q1 | $2.04M | Buy |
16,700
+4,516
| +37% | +$553K | 0.59% | 42 |
|
|
2023
Q4 | $1.1M | Buy |
12,184
+5,323
| +78% | +$481K | 0.34% | 78 |
|
|
2023
Q3 | $556K | Sell |
6,861
-118
| -2% | -$9.56K | 0.19% | 121 |
|
|
2023
Q2 | $623K | Sell |
6,979
-179
| -3% | -$16K | 0.2% | 117 |
|
|
2023
Q1 | $717K | Buy |
7,158
+15
| +0.2% | +$1.5K | 0.24% | 106 |
|
|
2022
Q4 | $621K | Sell |
7,143
-152
| -2% | -$13.2K | 0.22% | 105 |
|
|
2022
Q3 | $688K | Buy |
7,295
+37
| +0.5% | +$3.49K | 0.26% | 97 |
|
|
2022
Q2 | $685K | Buy |
7,258
+111
| +2% | +$10.5K | 0.22% | 114 |
|
|
2022
Q1 | $980K | Buy |
7,147
+22
| +0.3% | +$3.02K | 0.27% | 98 |
|
|
2021
Q4 | $1.1M | Buy |
7,125
+262
| +4% | +$40.6K | 0.29% | 95 |
|
|
2021
Q3 | $1.16M | Sell |
6,863
-55
| -0.8% | -$9.3K | 0.33% | 85 |
|
|
2021
Q2 | $1.22M | Buy |
6,918
+85
| +1% | +$14.9K | 0.35% | 85 |
|
|
2021
Q1 | $1.26M | Sell |
6,833
-50
| -0.7% | -$9.23K | 0.39% | 78 |
|
|
2020
Q4 | $1.25M | Sell |
6,883
-328
| -5% | -$59.4K | 0.43% | 70 |
|
|
2020
Q3 | $895K | Buy |
7,211
+313
| +5% | +$38.8K | 0.34% | 85 |
|
|
2020
Q2 | $769K | Buy |
6,898
+417
| +6% | +$46.5K | 0.32% | 87 |
|
|
2020
Q1 | $626K | Buy |
6,481
+59
| +0.9% | +$5.7K | 0.32% | 87 |
|
|
2019
Q4 | $929K | Sell |
6,422
-857
| -12% | -$124K | 0.37% | 80 |
|
|
2019
Q3 | $949K | Sell |
7,279
-125
| -2% | -$16.3K | 0.4% | 80 |
|
|
2019
Q2 | $1.03M | Hold |
7,404
| – | – | 0.43% | 69 |
|
|
2019
Q1 | $822K | Buy |
7,404
+45
| +0.6% | +$5K | 0.35% | 92 |
|
|
2018
Q4 | $807K | Sell |
7,359
-280
| -4% | -$30.7K | 0.38% | 87 |
|
|
2018
Q3 | $893K | Buy |
7,639
+527
| +7% | +$61.6K | 0.35% | 94 |
|
|
2018
Q2 | $745K | Buy |
7,112
+75
| +1% | +$7.86K | 0.31% | 105 |
|
|
2018
Q1 | $707K | Buy |
7,037
+30
| +0.4% | +$3.01K | 0.3% | 107 |
|
|
2017
Q4 | $753K | Sell |
7,007
-80
| -1% | -$8.6K | 0.31% | 111 |
|
|
2017
Q3 | $699K | Sell |
7,087
-75
| -1% | -$7.4K | 0.3% | 111 |
|
|
2017
Q2 | $761K | Sell |
7,162
-40
| -0.6% | -$4.25K | 0.34% | 101 |
|
|
2017
Q1 | $817K | Sell |
7,202
-25
| -0.3% | -$2.84K | 0.37% | 97 |
|
|
2016
Q4 | $753K | Sell |
7,227
-20
| -0.3% | -$2.08K | 0.35% | 97 |
|
|
2016
Q3 | $673K | Hold |
7,247
| – | – | 0.33% | 103 |
|
|
2016
Q2 | $709K | Sell |
7,247
-125
| -2% | -$12.2K | 0.36% | 98 |
|
|
2016
Q1 | $732K | Hold |
7,372
| – | – | 0.38% | 94 |
|
|
2015
Q4 | $775K | Buy |
7,372
+215
| +3% | +$22.6K | 0.4% | 88 |
|
|
2015
Q3 | $731K | Buy |
+7,157
| New | +$731K | 0.39% | 93 |
|