IFG Advisory’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 | $555K | Sell |
4,476
-35
| -0.8% | -$4.34K | 0.03% | 449 |
|
|
2025
Q1 | $445K | Buy |
4,511
+218
| +5% | +$21.5K | 0.02% | 460 |
|
|
2024
Q4 | $478K | Buy |
+4,293
| New | +$478K | 0.03% | 431 |
|
|
2024
Q3 | – | Sell |
-6,393
| Closed | -$635K | – | 440 |
|
|
2024
Q2 | $635K | Buy |
+6,393
| New | +$635K | 0.04% | 356 |
|
|
2024
Q1 | – | Sell |
-8,722
| Closed | -$788K | – | 419 |
|
|
2023
Q4 | $788K | Buy |
8,722
+208
| +2% | +$18.8K | 0.06% | 291 |
|
|
2023
Q3 | $690K | Buy |
+8,514
| New | +$690K | 0.06% | 283 |
|
|
2023
Q2 | – | Sell |
-9,081
| Closed | -$909K | – | 358 |
|
|
2023
Q1 | $909K | Sell |
9,081
-399
| -4% | -$40K | 0.09% | 222 |
|
|
2022
Q4 | $823K | Sell |
9,480
-3,882
| -29% | -$337K | 0.08% | 229 |
|
|
2022
Q3 | $1.26M | Sell |
13,362
-9,974
| -43% | -$941K | 0.11% | 180 |
|
|
2022
Q2 | $2.2M | Buy |
23,336
+151
| +0.7% | +$14.2K | 0.23% | 92 |
|
|
2022
Q1 | $3.18M | Buy |
23,185
+529
| +2% | +$72.6K | 0.32% | 73 |
|
|
2021
Q4 | $3.51M | Buy |
22,656
+328
| +1% | +$50.8K | 0.34% | 64 |
|
|
2021
Q3 | $3.78M | Buy |
22,328
+926
| +4% | +$157K | 0.41% | 52 |
|
|
2021
Q2 | $3.76M | Sell |
21,402
-2,436
| -10% | -$428K | 0.42% | 50 |
|
|
2021
Q1 | $4.4M | Buy |
23,838
+1,072
| +5% | +$198K | 0.55% | 37 |
|
|
2020
Q4 | $4.12M | Buy |
22,766
+666
| +3% | +$121K | 0.57% | 37 |
|
|
2020
Q3 | $2.74M | Buy |
22,100
+595
| +3% | +$73.8K | 0.44% | 51 |
|
|
2020
Q2 | $2.4M | Buy |
21,505
+1,652
| +8% | +$184K | 0.43% | 55 |
|
|
2020
Q1 | $1.92M | Buy |
19,853
+4,600
| +30% | +$444K | 0.43% | 60 |
|
|
2019
Q4 | $2.21M | Sell |
15,253
-2,915
| -16% | -$422K | 0.4% | 68 |
|
|
2019
Q3 | $2.37M | Sell |
18,168
-752
| -4% | -$98K | 0.46% | 56 |
|
|
2019
Q2 | $2.64M | Buy |
18,920
+1,761
| +10% | +$246K | 0.47% | 49 |
|
|
2019
Q1 | $1.91M | Buy |
17,159
+3,613
| +27% | +$401K | 0.36% | 62 |
|
|
2018
Q4 | $1.49M | Sell |
13,546
-257
| -2% | -$28.2K | 0.35% | 70 |
|
|
2018
Q3 | $1.61M | Buy |
13,803
+1,795
| +15% | +$210K | 0.3% | 75 |
|
|
2018
Q2 | $1.26M | Buy |
12,008
+161
| +1% | +$16.9K | 0.26% | 90 |
|
|
2018
Q1 | $1.19M | Buy |
11,847
+1,227
| +12% | +$123K | 0.26% | 85 |
|
|
2017
Q4 | $1.14M | Buy |
+10,620
| New | +$1.14M | 0.26% | 88 |
|