Financial Advocates Investment Management’s Walt Disney DIS Stock Holding History

Financial Advocates Investment Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$663K	Sell	5,349 -3,123	-37%	-$387K	0.05%	298
2025 Q1	$836K	Sell	8,472 -4,075	-32%	-$402K	0.06%	318
2024 Q4	$1.4M	Buy	12,547 +263	+2%	+$29.3K	0.08%	229
2024 Q3	$1.18M	Sell	12,284 -2,600	-17%	-$250K	0.07%	269
2024 Q2	$1.48M	Sell	14,884 -217	-1%	-$21.5K	0.09%	211
2024 Q1	$1.85M	Sell	15,101 -1,141	-7%	-$140K	0.11%	195
2023 Q4	$1.47M	Sell	16,242 -7,643	-32%	-$690K	0.1%	212
2023 Q3	$1.94M	Sell	23,885 -1,842	-7%	-$149K	0.14%	165
2023 Q2	$2.3M	Sell	25,727 -3,237	-11%	-$289K	0.16%	144
2023 Q1	$2.9M	Buy	28,964 +107	+0.4%	+$10.7K	0.21%	109
2022 Q4	$2.51M	Buy	28,857 +812	+3%	+$70.5K	0.19%	134
2022 Q3	$2.64M	Sell	28,045 -3,773	-12%	-$355K	0.22%	121
2022 Q2	$3M	Sell	31,818 -5,092	-14%	-$481K	0.24%	106
2022 Q1	$5.06M	Sell	36,910 -1,162	-3%	-$159K	0.33%	74
2021 Q4	$5.9M	Buy	38,072 +7,473	+24%	+$1.16M	0.37%	51
2021 Q3	$5.18M	Sell	30,599 -9,961	-25%	-$1.68M	0.35%	61
2021 Q2	$7.13M	Buy	+40,560	New	+$7.13M	0.48%	36
2021 Q1	–	Sell	-40,872	Closed	-$7.94M	–	739
2020 Q4	$7.94M	Buy	+40,872	New	+$7.94M	0.54%	33
2020 Q3	–	Sell	-40,003	Closed	-$4.67M	–	624
2020 Q2	$4.67M	Buy	40,003 +5,197	+15%	+$606K	0.44%	42
2020 Q1	$3.36M	Sell	34,806 -437	-1%	-$42.2K	0.48%	50
2019 Q4	$5.1M	Buy	35,243 +2,246	+7%	+$325K	0.54%	38
2019 Q3	$4.3M	Buy	32,997 +118	+0.4%	+$15.4K	0.49%	50
2019 Q2	$4.59M	Buy	32,879 +694	+2%	+$96.9K	0.53%	43
2019 Q1	$3.57M	Buy	32,185 +935	+3%	+$104K	0.44%	57
2018 Q4	$3.43M	Sell	31,250 -1,144	-4%	-$125K	0.47%	53
2018 Q3	$3.79M	Buy	32,394 +3,838	+13%	+$449K	0.42%	57
2018 Q2	$3.01M	Sell	28,556 -1,323	-4%	-$139K	0.36%	73
2018 Q1	$3M	Buy	29,879 +8,445	+39%	+$848K	0.39%	64
2017 Q4	$2.31M	Buy	+21,434	New	+$2.31M	0.31%	78