First Heartland Consultants’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 | $651K | Sell |
5,249
-582
| -10% | -$72.2K | 0.06% | 226 |
|
|
2025
Q1 | $576K | Sell |
5,831
-2
| -0% | -$197 | 0.06% | 215 |
|
|
2024
Q4 | $650K | Sell |
5,833
-424
| -7% | -$47.2K | 0.07% | 200 |
|
|
2024
Q3 | $602K | Sell |
6,257
-76
| -1% | -$7.31K | 0.06% | 207 |
|
|
2024
Q2 | $629 | Buy |
6,333
+75
| +1% | +$7 | 0.04% | 226 |
|
|
2024
Q1 | $766K | Sell |
6,258
-248
| -4% | -$30.4K | 0.08% | 190 |
|
|
2023
Q4 | $587K | Sell |
6,506
-77
| -1% | -$6.95K | 0.07% | 192 |
|
|
2023
Q3 | $534K | Sell |
6,583
-64
| -1% | -$5.19K | 0.07% | 201 |
|
|
2023
Q2 | $593K | Buy |
6,647
+42
| +0.6% | +$3.75K | 0.08% | 185 |
|
|
2023
Q1 | $661K | Sell |
6,605
-174
| -3% | -$17.4K | 0.1% | 174 |
|
|
2022
Q4 | $589K | Sell |
6,779
-8
| -0.1% | -$695 | 0.09% | 176 |
|
|
2022
Q3 | $640 | Buy |
6,787
+977
| +17% | +$92 | 0.05% | 162 |
|
|
2022
Q2 | $548K | Sell |
5,810
-218
| -4% | -$20.6K | 0.09% | 182 |
|
|
2022
Q1 | $826K | Buy |
6,028
+603
| +11% | +$82.6K | 0.13% | 137 |
|
|
2021
Q4 | $840 | Sell |
5,425
-95
| -2% | -$15 | 0.03% | 134 |
|
|
2021
Q3 | $934K | Sell |
5,520
-546
| -9% | -$92.4K | 0.14% | 135 |
|
|
2021
Q2 | $1.07M | Sell |
6,066
-1,318
| -18% | -$232K | 0.16% | 130 |
|
|
2021
Q1 | $1.36M | Sell |
7,384
-33
| -0.4% | -$6.09K | 0.22% | 108 |
|
|
2020
Q4 | $1.34M | Buy |
7,417
+1,030
| +16% | +$187K | 0.22% | 89 |
|
|
2020
Q3 | $792K | Sell |
6,387
-577
| -8% | -$71.5K | 0.15% | 103 |
|
|
2020
Q2 | $777K | Buy |
6,964
+1,631
| +31% | +$182K | 0.15% | 114 |
|
|
2020
Q1 | $515K | Buy |
5,333
+1,406
| +36% | +$136K | 0.13% | 132 |
|
|
2019
Q4 | $568K | Buy |
3,927
+165
| +4% | +$23.9K | 0.11% | 166 |
|
|
2019
Q3 | $490K | Buy |
3,762
+3
| +0.1% | +$391 | 0.11% | 157 |
|
|
2019
Q2 | $525K | Buy |
3,759
+477
| +15% | +$66.6K | 0.13% | 144 |
|
|
2019
Q1 | $364K | Buy |
3,282
+324
| +11% | +$35.9K | 0.1% | 180 |
|
|
2018
Q4 | $324K | Buy |
2,958
+54
| +2% | +$5.92K | 0.12% | 167 |
|
|
2018
Q3 | $340K | Sell |
2,904
-250
| -8% | -$29.3K | 0.11% | 173 |
|
|
2018
Q2 | $331K | Sell |
3,154
-2,164
| -41% | -$227K | 0.12% | 174 |
|
|
2018
Q1 | $534K | Buy |
5,318
+285
| +6% | +$28.6K | 0.16% | 145 |
|
|
2017
Q4 | $541K | Sell |
5,033
-3,481
| -41% | -$374K | 0.16% | 138 |
|
|
2017
Q3 | $839K | Buy |
8,514
+945
| +12% | +$93.1K | 0.2% | 144 |
|
|
2017
Q2 | $804K | Buy |
7,569
+9
| +0.1% | +$956 | 0.21% | 137 |
|
|
2017
Q1 | $857K | Sell |
7,560
-340
| -4% | -$38.5K | 0.24% | 120 |
|
|
2016
Q4 | $823K | Sell |
7,900
-1,135
| -13% | -$118K | 0.25% | 109 |
|
|
2016
Q3 | $839K | Buy |
9,035
+495
| +6% | +$46K | 0.24% | 114 |
|
|
2016
Q2 | $835 | Sell |
8,540
-801
| -9% | -$78 | 0.09% | 100 |
|
|
2016
Q1 | $928K | Buy |
9,341
+1,647
| +21% | +$164K | 0.35% | 66 |
|
|
2015
Q4 | $808K | Buy |
7,694
+1,934
| +34% | +$203K | 0.31% | 87 |
|
|
2015
Q3 | $589K | Buy |
5,760
+1,055
| +22% | +$108K | 0.25% | 115 |
|
|
2015
Q2 | $537 | Buy |
4,705
+293
| +7% | +$33 | 0.15% | 132 |
|
|
2015
Q1 | $463K | Sell |
4,412
-210
| -5% | -$22K | 0.18% | 144 |
|
|
2014
Q4 | $435K | Sell |
4,622
-279
| -6% | -$26.3K | 0.18% | 152 |
|
|
2014
Q3 | $436K | Buy |
4,901
+880
| +22% | +$78.3K | 0.19% | 146 |
|
|
2014
Q2 | $345K | Buy |
4,021
+772
| +24% | +$66.2K | 0.16% | 164 |
|
|
2014
Q1 | $260K | Buy |
3,249
+5
| +0.2% | +$400 | 0.13% | 190 |
|
|
2013
Q4 | $248K | Sell |
3,244
-500
| -13% | -$38.2K | 0.14% | 159 |
|
|
2013
Q3 | $243K | Buy |
+3,744
| New | +$243K | 0.15% | 176 |
|