IA
IFP Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Sell |
37,984
-1,776
| -4% | -$223K | 0.14% | 168 |
|
|
2025
Q1 | $3.92M | Buy |
39,760
+333
| +0.8% | +$32.9K | 0.12% | 187 |
|
|
2024
Q4 | $4.39M | Buy |
39,427
+17,910
| +83% | +$1.99M | 0.14% | 153 |
|
|
2024
Q3 | $2.07M | Sell |
21,517
-1,327
| -6% | -$128K | 0.07% | 292 |
|
|
2024
Q2 | $2.27M | Sell |
22,844
-2,732
| -11% | -$271K | 0.09% | 238 |
|
|
2024
Q1 | $3.13M | Sell |
25,576
-3,086
| -11% | -$378K | 0.14% | 157 |
|
|
2023
Q4 | $2.59M | Sell |
28,662
-7,794
| -21% | -$704K | 0.12% | 183 |
|
|
2023
Q3 | $2.95M | Buy |
36,456
+618
| +2% | +$50.1K | 0.13% | 150 |
|
|
2023
Q2 | $3.2M | Sell |
35,838
-3,073
| -8% | -$274K | 0.13% | 158 |
|
|
2023
Q1 | $4.4M | Sell |
38,911
-50,452
| -56% | -$5.71M | 0.19% | 105 |
|
|
2022
Q4 | $10.2M | Sell |
89,363
-39,889
| -31% | -$4.54M | 0.27% | 76 |
|
|
2022
Q3 | $14.7M | Buy |
129,252
+4,243
| +3% | +$484K | 0.38% | 43 |
|
|
2022
Q2 | $14.3M | Hold |
125,009
| – | – | 0.46% | 35 |
|
|
2022
Q1 | $14.3M | Buy |
125,009
+36,803
| +42% | +$4.2M | 0.46% | 35 |
|
|
2021
Q4 | $13.7M | Buy |
88,206
+5,182
| +6% | +$805K | 0.27% | 39 |
|
|
2021
Q3 | $14.1M | Buy |
83,024
+1,419
| +2% | +$241K | 0.28% | 36 |
|
|
2021
Q2 | $14.4M | Buy |
81,605
+2,913
| +4% | +$513K | 0.3% | 32 |
|
|
2021
Q1 | $14.5M | Sell |
78,692
-8,702
| -10% | -$1.61M | 0.28% | 29 |
|
|
2020
Q4 | $15.8M | Sell |
87,394
-2,565
| -3% | -$465K | 0.64% | 19 |
|
|
2020
Q3 | $11.1M | Sell |
89,959
-2,564
| -3% | -$317K | 0.66% | 25 |
|
|
2020
Q2 | $10.3M | Buy |
92,523
+20,386
| +28% | +$2.27M | 0.82% | 18 |
|
|
2020
Q1 | $7.61M | Sell |
72,137
-4,398
| -6% | -$464K | 0.77% | 21 |
|
|
2019
Q4 | $11.2M | Buy |
76,535
+1,472
| +2% | +$215K | 0.84% | 17 |
|
|
2019
Q3 | $9.74M | Buy |
+75,063
| New | +$9.74M | 0.65% | 20 |
|
|
2019
Q1 | $2.89M | Sell |
26,033
-47,250
| -64% | -$5.25M | 0.39% | 47 |
|
|
2018
Q4 | $7.86M | Sell |
73,283
-1,168
| -2% | -$125K | 0.48% | 38 |
|
|
2018
Q3 | $8.71M | Sell |
74,451
-5,365
| -7% | -$627K | 0.35% | 57 |
|
|
2018
Q2 | $8.37M | Sell |
79,816
-3,748
| -4% | -$393K | 0.35% | 58 |
|
|
2018
Q1 | $8.98M | Hold |
83,564
| – | – | 0.41% | 47 |
|
|
2017
Q4 | $8.98M | Sell |
83,564
-32,730
| -28% | -$3.52M | 0.41% | 47 |
|
|
2017
Q3 | $11.5M | Buy |
116,294
+874
| +0.8% | +$86.1K | 0.46% | 38 |
|
|
2017
Q2 | $12.3M | Buy |
115,420
+6,523
| +6% | +$693K | 0.52% | 29 |
|
|
2017
Q1 | $12.3M | Sell |
108,897
-1,388
| -1% | -$157K | 0.54% | 26 |
|
|
2016
Q4 | $11.5M | Buy |
110,285
+10,756
| +11% | +$1.12M | 0.55% | 24 |
|
|
2016
Q3 | $9.24M | Buy |
99,529
+4,690
| +5% | +$436K | 0.48% | 32 |
|
|
2016
Q2 | $9.28M | Buy |
94,839
+68,806
| +264% | +$6.73M | 0.52% | 26 |
|
|
2016
Q1 | $2.89M | Sell |
26,033
-84,663
| -76% | -$9.4M | 0.39% | 47 |
|
|
2015
Q4 | $11.6M | Buy |
+110,696
| New | +$11.6M | 0.78% | 13 |
|