Frisch Financial Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Sell |
16,292
-541
| -3% | -$57.2K | 0.33% | 46 |
|
|
2025
Q4 | $1.93M | Sell |
16,833
-2,625
| -13% | -$289K | 0.43% | 39 |
|
|
2025
Q3 | $2.23M | Sell |
19,458
-480
| -2% | -$56.5K | 0.52% | 34 |
|
|
2025
Q2 | $2.48M | Sell |
19,938
-759
| -4% | -$78.9K | 0.61% | 30 |
|
|
2025
Q1 | $2.04M | Sell |
20,697
-80
| -0.4% | -$8.6K | 0.57% | 32 |
|
|
2024
Q4 | $2.31M | Sell |
20,777
-242
| -1% | -$25.4K | 0.7% | 30 |
|
|
2024
Q3 | $2.02M | Sell |
21,019
-75
| -0.4% | -$6.9K | 0.61% | 30 |
|
|
2024
Q2 | $2.09M | Sell |
21,094
-1,207
| -5% | -$130K | 0.63% | 29 |
|
|
2024
Q1 | $2.73M | Buy |
22,301
+588
| +3% | +$61.4K | 0.91% | 23 |
|
|
2023
Q4 | $1.96M | Sell |
21,713
-140
| -0.6% | -$12.3K | 0.74% | 26 |
|
|
2023
Q3 | $1.77M | Sell |
21,853
-1,851
| -8% | -$158K | 0.72% | 30 |
|
|
2023
Q2 | $2.12M | Buy |
23,704
+1,484
| +7% | +$141K | 1.01% | 24 |
|
|
2023
Q1 | $2.23M | Buy |
22,220
+1,396
| +7% | +$141K | 0.86% | 30 |
|
|
2022
Q4 | $1.81M | Buy |
20,824
+872
| +4% | +$83.4K | 0.68% | 38 |
|
|
2022
Q3 | $1.88M | Sell |
19,952
-50
| -0.2% | -$5.35K | 0.8% | 32 |
|
|
2022
Q2 | $1.89M | Buy |
20,002
+151
| +0.8% | +$16.8K | 0.73% | 32 |
|
|
2022
Q1 | $2.72M | Sell |
19,851
-350
| -2% | -$50.6K | 0.87% | 30 |
|
|
2021
Q4 | $3.13M | Buy |
20,201
+334
| +2% | +$53.9K | 0.98% | 29 |
|
|
2021
Q3 | $3.36M | Sell |
19,867
-608
| -3% | -$108K | 1.12% | 28 |
|
|
2021
Q2 | $3.6M | Sell |
20,475
-357
| -2% | -$64.2K | 1.13% | 29 |
|
|
2021
Q1 | $3.84M | Buy |
20,832
+1,021
| +5% | +$188K | 1.29% | 27 |
|
|
2020
Q4 | $3.59M | Buy |
19,811
+571
| +3% | +$82K | 1.31% | 21 |
|
|
2020
Q3 | $2.39M | Buy |
19,240
+358
| +2% | +$44.7K | 1.04% | 21 |
|
|
2020
Q2 | $2.1M | Sell |
18,882
-2,114
| -10% | -$233K | 0.99% | 20 |
|
|
2020
Q1 | $2.03M | Buy |
20,996
+12,967
| +162% | +$1.64M | 1.18% | 23 |
|
|
2019
Q4 | $1.16M | Buy |
8,029
+1,557
| +24% | +$217K | 0.55% | 32 |
|
|
2019
Q3 | $843K | Buy |
6,472
+1,132
| +21% | +$157K | 0.51% | 36 |
|
|
2019
Q2 | $746K | Sell |
5,340
-2,234
| -29% | -$296K | 0.5% | 36 |
|
|
2019
Q1 | $841K | Buy |
7,574
+530
| +8% | +$59.2K | 0.51% | 35 |
|
|
2018
Q4 | $772K | Buy |
+7,044
| New | +$801K | 0.54% | 43 |
|
Other funds holding DIS
VCM
VPM
