Financial Advocates Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,349
| Closed | -$663K | – | 198 |
|
|
2025
Q2 | $663K | Sell |
5,349
-3,123
| -37% | -$324K | 0.05% | 300 |
|
|
2025
Q1 | $836K | Sell |
8,472
-4,075
| -32% | -$438K | 0.06% | 319 |
|
|
2024
Q4 | $1.4M | Buy |
12,547
+263
| +2% | +$27.6K | 0.08% | 229 |
|
|
2024
Q3 | $1.18M | Sell |
12,284
-2,600
| -17% | -$239K | 0.07% | 269 |
|
|
2024
Q2 | $1.48M | Sell |
14,884
-217
| -1% | -$23.4K | 0.09% | 211 |
|
|
2024
Q1 | $1.85M | Sell |
15,101
-1,141
| -7% | -$119K | 0.11% | 195 |
|
|
2023
Q4 | $1.47M | Sell |
16,242
-7,643
| -32% | -$674K | 0.1% | 212 |
|
|
2023
Q3 | $1.94M | Sell |
23,885
-1,842
| -7% | -$157K | 0.14% | 166 |
|
|
2023
Q2 | $2.3M | Sell |
25,727
-3,237
| -11% | -$307K | 0.16% | 145 |
|
|
2023
Q1 | $2.9M | Buy |
28,964
+107
| +0.4% | +$10.8K | 0.21% | 114 |
|
|
2022
Q4 | $2.51M | Buy |
28,857
+812
| +3% | +$77.7K | 0.19% | 135 |
|
|
2022
Q3 | $2.64M | Sell |
28,045
-3,773
| -12% | -$404K | 0.22% | 123 |
|
|
2022
Q2 | $3M | Sell |
31,818
-5,092
| -14% | -$565K | 0.24% | 106 |
|
|
2022
Q1 | $5.06M | Sell |
36,910
-1,162
| -3% | -$168K | 0.33% | 74 |
|
|
2021
Q4 | $5.9M | Buy |
38,072
+7,473
| +24% | +$1.21M | 0.37% | 55 |
|
|
2021
Q3 | $5.18M | Sell |
30,599
-9,961
| -25% | -$1.78M | 0.35% | 62 |
|
|
2021
Q2 | $7.13M | Buy |
+40,560
| New | +$7.29M | 0.48% | 38 |
|
|
2021
Q1 | – | Sell |
-40,872
| Closed | -$7.54M | – | 754 |
|
|
2020
Q4 | $7.93M | Buy |
+40,872
| New | +$5.87M | 0.54% | 34 |
|
|
2020
Q3 | – | Sell |
-40,003
| Closed | -$5M | – | 636 |
|
|
2020
Q2 | $4.67M | Buy |
40,003
+5,197
| +15% | +$574K | 0.44% | 46 |
|
|
2020
Q1 | $3.36M | Sell |
34,806
-437
| -1% | -$55.3K | 0.48% | 51 |
|
|
2019
Q4 | $5.1M | Buy |
35,243
+2,246
| +7% | +$313K | 0.54% | 39 |
|
|
2019
Q3 | $4.3M | Buy |
32,997
+118
| +0.4% | +$16.3K | 0.49% | 50 |
|
|
2019
Q2 | $4.59M | Buy |
32,879
+694
| +2% | +$92K | 0.53% | 43 |
|
|
2019
Q1 | $3.57M | Buy |
32,185
+935
| +3% | +$105K | 0.44% | 57 |
|
|
2018
Q4 | $3.43M | Sell |
31,250
-1,144
| -4% | -$130K | 0.47% | 53 |
|
|
2018
Q3 | $3.79M | Buy |
32,394
+3,838
| +13% | +$427K | 0.42% | 57 |
|
|
2018
Q2 | $3.01M | Sell |
28,556
-1,323
| -4% | -$135K | 0.36% | 73 |
|
|
2018
Q1 | $3M | Buy |
29,879
+8,445
| +39% | +$897K | 0.39% | 64 |
|
|
2017
Q4 | $2.31M | Buy |
+21,434
| New | +$2.21M | 0.31% | 78 |
|
Other funds holding DIS
Financial Advocates Investment Management's DIS Position: Q3 2025 in Review
Financial Advocates Investment Management sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 5,349 shares — an estimated $663K sold.
Financial Advocates Investment Management first reported a position in DIS in Q4 2017 and held it in 29 quarters. The position peaked at $7.93M in Q4 2020. 3,077 funds tracked by Wall St. Rank hold DIS as of Q3 2025.
- Financial Advocates Investment Management reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
- Financial Advocates Investment Management sold 5,349 Walt Disney shares in Q3 2025, an estimated $663K.
- Financial Advocates Investment Management first reported a position in Walt Disney in Q4 2017 and held it in 29 quarters.
- Financial Advocates Investment Management's Walt Disney position peaked at $7.93M in Q4 2020.
- 3,077 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.
Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.