FFA
First Foundation Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.91M | Buy |
63,756
+1,741
| +3% | +$216K | 0.29% | 60 |
|
|
2025
Q1 | $6.12M | Sell |
62,015
-3,678
| -6% | -$363K | 0.25% | 68 |
|
|
2024
Q4 | $7.31M | Buy |
65,693
+12,833
| +24% | +$1.43M | 0.28% | 62 |
|
|
2024
Q3 | $5.08M | Sell |
52,860
-16,548
| -24% | -$1.59M | 0.19% | 78 |
|
|
2024
Q2 | $6.89M | Sell |
69,408
-4,073
| -6% | -$404K | 0.26% | 69 |
|
|
2024
Q1 | $8.99M | Sell |
73,481
-17,386
| -19% | -$2.13M | 0.36% | 62 |
|
|
2023
Q4 | $8.2M | Sell |
90,867
-28,086
| -24% | -$2.54M | 0.37% | 59 |
|
|
2023
Q3 | $9.64M | Sell |
118,953
-111,142
| -48% | -$9.01M | 0.45% | 56 |
|
|
2023
Q2 | $20.5M | Sell |
230,095
-20,628
| -8% | -$1.84M | 0.89% | 26 |
|
|
2023
Q1 | $25.1M | Sell |
250,723
-95,199
| -28% | -$9.53M | 1.15% | 18 |
|
|
2022
Q4 | $30.1M | Sell |
345,922
-28,702
| -8% | -$2.49M | 1.44% | 15 |
|
|
2022
Q3 | $35.3M | Sell |
374,624
-32,279
| -8% | -$3.04M | 1.73% | 11 |
|
|
2022
Q2 | $38.4M | Sell |
406,903
-7,599
| -2% | -$717K | 1.7% | 14 |
|
|
2022
Q1 | $56.9M | Buy |
414,502
+64,190
| +18% | +$8.8M | 2.05% | 9 |
|
|
2021
Q4 | $54.3M | Buy |
350,312
+10,311
| +3% | +$1.6M | 1.86% | 11 |
|
|
2021
Q3 | $57.5M | Buy |
340,001
+27,993
| +9% | +$4.74M | 2.15% | 9 |
|
|
2021
Q2 | $54.8M | Sell |
312,008
-2,277
| -0.7% | -$400K | 2.11% | 9 |
|
|
2021
Q1 | $58M | Sell |
314,285
-51,590
| -14% | -$9.52M | 2.49% | 8 |
|
|
2020
Q4 | $66.3M | Sell |
365,875
-1,916
| -0.5% | -$347K | 2.94% | 5 |
|
|
2020
Q3 | $45.6M | Sell |
367,791
-9,574
| -3% | -$1.19M | 2.12% | 10 |
|
|
2020
Q2 | $42.1M | Sell |
377,365
-27,955
| -7% | -$3.12M | 2.17% | 8 |
|
|
2020
Q1 | $39.2M | Buy |
405,320
+9,115
| +2% | +$881K | 2.4% | 8 |
|
|
2019
Q4 | $57.3M | Buy |
396,205
+19,348
| +5% | +$2.8M | 2.84% | 7 |
|
|
2019
Q3 | $49.1M | Sell |
376,857
-4,802
| -1% | -$626K | 2.62% | 7 |
|
|
2019
Q2 | $53.3M | Sell |
381,659
-3,406
| -0.9% | -$476K | 2.98% | 6 |
|
|
2019
Q1 | $42.8M | Buy |
385,065
+116,277
| +43% | +$12.9M | 2.53% | 8 |
|
|
2018
Q4 | $29.5M | Buy |
268,788
+6,801
| +3% | +$746K | 1.86% | 10 |
|
|
2018
Q3 | $30.6M | Sell |
261,987
-1,626
| -0.6% | -$190K | 1.7% | 14 |
|
|
2018
Q2 | $27.6M | Sell |
263,613
-38,510
| -13% | -$4.04M | 1.62% | 16 |
|
|
2018
Q1 | $30.3M | Buy |
302,123
+3,258
| +1% | +$327K | 1.69% | 16 |
|
|
2017
Q4 | $32.1M | Buy |
298,865
+4,332
| +1% | +$466K | 1.73% | 17 |
|
|
2017
Q3 | $29M | Buy |
294,533
+121,403
| +70% | +$12M | 1.65% | 19 |
|
|
2017
Q2 | $18.4M | Buy |
173,130
+8,336
| +5% | +$886K | 1.08% | 33 |
|
|
2017
Q1 | $18.7M | Buy |
164,794
+6,109
| +4% | +$693K | 1.16% | 31 |
|
|
2016
Q4 | $16.5M | Buy |
158,685
+7,187
| +5% | +$749K | 1.08% | 34 |
|
|
2016
Q3 | $14.1M | Sell |
151,498
-5,040
| -3% | -$468K | 0.97% | 37 |
|
|
2016
Q2 | $15.3M | Sell |
156,538
-3,689
| -2% | -$361K | 1.1% | 32 |
|
|
2016
Q1 | $15.9M | Buy |
160,227
+7,991
| +5% | +$794K | 1.16% | 30 |
|
|
2015
Q4 | $16M | Buy |
152,236
+7,272
| +5% | +$764K | 1.09% | 29 |
|
|
2015
Q3 | $14.8M | Sell |
144,964
-76,211
| -34% | -$7.79M | 1.22% | 29 |
|
|
2015
Q2 | $25.2M | Buy |
221,175
+5,946
| +3% | +$679K | 2.01% | 14 |
|
|
2015
Q1 | $22.6M | Buy |
215,229
+18,453
| +9% | +$1.94M | 1.89% | 17 |
|
|
2014
Q4 | $18.5M | Buy |
196,776
+5,970
| +3% | +$562K | 1.63% | 23 |
|
|
2014
Q3 | $17M | Buy |
190,806
+5,270
| +3% | +$469K | 1.69% | 20 |
|
|
2014
Q2 | $15.9M | Buy |
185,536
+5,081
| +3% | +$436K | 1.73% | 22 |
|
|
2014
Q1 | $14.4M | Buy |
180,455
+8,830
| +5% | +$707K | 1.79% | 22 |
|
|
2013
Q4 | $13.1M | Buy |
171,625
+5,420
| +3% | +$414K | 1.76% | 28 |
|
|
2013
Q3 | $10.7M | Buy |
166,205
+7,202
| +5% | +$464K | 1.67% | 28 |
|
|
2013
Q2 | $10M | Buy |
+159,003
| New | +$10M | 1.97% | 25 |
|