IA
IFG Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
4,948
+210
| +4% | +$26K | 0.1% | 79 |
|
|
2025
Q1 | $468K | Sell |
4,738
-15
| -0.3% | -$1.48K | 0.09% | 88 |
|
|
2024
Q4 | $529K | Buy |
4,753
+248
| +6% | +$27.6K | 0.11% | 80 |
|
|
2024
Q3 | $433K | Buy |
4,505
+1
| +0% | +$96 | 0.09% | 85 |
|
|
2024
Q2 | $447K | Buy |
4,504
+131
| +3% | +$13K | 0.11% | 83 |
|
|
2024
Q1 | $535K | Sell |
4,373
-90
| -2% | -$11K | 0.14% | 71 |
|
|
2023
Q4 | $403K | Buy |
4,463
+15
| +0.3% | +$1.35K | 0.12% | 78 |
|
|
2023
Q3 | $361K | Buy |
4,448
+119
| +3% | +$9.65K | 0.13% | 78 |
|
|
2023
Q2 | $386K | Hold |
4,329
| – | – | 0.14% | 78 |
|
|
2023
Q1 | $433K | Hold |
4,329
| – | – | 0.17% | 68 |
|
|
2022
Q4 | $376K | Sell |
4,329
-65
| -1% | -$5.65K | 0.16% | 77 |
|
|
2022
Q3 | $414K | Buy |
4,394
+100
| +2% | +$9.42K | 0.21% | 64 |
|
|
2022
Q2 | $405K | Sell |
4,294
-1,414
| -25% | -$133K | 0.2% | 64 |
|
|
2022
Q1 | $783K | Buy |
5,708
+17
| +0.3% | +$2.33K | 0.35% | 43 |
|
|
2021
Q4 | $881K | Sell |
5,691
-197
| -3% | -$30.5K | 0.37% | 39 |
|
|
2021
Q3 | $996K | Buy |
5,888
+19
| +0.3% | +$3.21K | 0.46% | 33 |
|
|
2021
Q2 | $1.03M | Buy |
5,869
+211
| +4% | +$37.1K | 0.49% | 28 |
|
|
2021
Q1 | $1.04M | Buy |
5,658
+2
| +0% | +$369 | 0.57% | 23 |
|
|
2020
Q4 | $1.03M | Buy |
5,656
+8
| +0.1% | +$1.45K | 0.63% | 18 |
|
|
2020
Q3 | $700K | Buy |
5,648
+53
| +0.9% | +$6.57K | 0.5% | 23 |
|
|
2020
Q2 | $624K | Buy |
5,595
+50
| +0.9% | +$5.58K | 0.49% | 26 |
|
|
2020
Q1 | $536K | Buy |
5,545
+3,608
| +186% | +$349K | 0.53% | 30 |
|
|
2019
Q4 | $280K | Hold |
1,937
| – | – | 0.23% | 50 |
|
|
2019
Q3 | $252K | Buy |
+1,937
| New | +$252K | 0.23% | 51 |
|