IRON Financial’s Walt Disney DIS Stock Holding History

IRON Financial’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Buy	+1,927	New	+$239K	0.12%	98
2025 Q1	–	Sell	-1,823	Closed	-$203K	–	122
2024 Q4	$203K	Buy	+1,823	New	+$203K	0.11%	99
2024 Q3	–	Sell	-2,171	Closed	-$216K	–	113
2024 Q2	$216K	Buy	2,171 +500	+30%	+$49.6K	0.12%	92
2024 Q1	$204K	Buy	+1,671	New	+$204K	0.11%	92
2022 Q2	–	Sell	-2,968	Closed	-$407K	–	99
2022 Q1	$407K	Buy	2,968 +52	+2%	+$7.13K	0.19%	73
2021 Q4	$452K	Buy	2,916 +174	+6%	+$27K	0.2%	64
2021 Q3	$464K	Buy	2,742 +13	+0.5%	+$2.2K	0.22%	59
2021 Q2	$480K	Sell	2,729 -87	-3%	-$15.3K	0.22%	58
2021 Q1	$520K	Sell	2,816 -353	-11%	-$65.2K	0.27%	39
2020 Q4	$574K	Sell	3,169 -117	-4%	-$21.2K	0.29%	33
2020 Q3	$408K	Sell	3,286 -597	-15%	-$74.1K	0.23%	49
2020 Q2	$433K	Buy	3,883 +386	+11%	+$43K	0.22%	53
2020 Q1	$338K	Sell	3,497 -1,289	-27%	-$125K	0.21%	69
2019 Q4	$692K	Buy	4,786 +724	+18%	+$105K	0.33%	37
2019 Q3	$529K	Buy	4,062 +18	+0.4%	+$2.34K	0.39%	45
2019 Q2	$449K	Buy	4,044 +1,005	+33%	+$112K	0.42%	53
2019 Q1	$337K	Buy	3,039 +22	+0.7%	+$2.44K	0.21%	65
2018 Q4	$331K	Sell	3,017 -200	-6%	-$21.9K	0.26%	57
2018 Q3	$376K	Sell	3,217 -106,897	-97%	-$12.5M	0.25%	58
2018 Q2	$439K	Buy	110,114 +106,000	+2,577%	+$423K	0.24%	66
2018 Q1	$413K	Buy	4,114 +804	+24%	+$80.7K	0.27%	64
2017 Q4	$356K	Hold	3,310	–	–	0.25%	58
2017 Q3	$326K	Buy	3,310 +5	+0.2%	+$492	0.25%	57
2017 Q2	$351K	Hold	3,305	–	–	0.31%	60
2017 Q1	$375K	Sell	3,305 -90	-3%	-$10.2K	0.27%	62
2016 Q4	$354K	Buy	3,395 +20	+0.6%	+$2.09K	0.24%	59
2016 Q3	$313K	Buy	3,375 +825	+32%	+$76.5K	0.38%	54
2016 Q2	$249K	Hold	2,550	–	–	0.32%	56
2016 Q1	$253K	Buy	2,550 +239	+10%	+$23.7K	0.26%	69
2015 Q4	$243K	Hold	2,311	–	–	0.21%	78
2015 Q3	$236K	Buy	2,311 +180	+8%	+$18.4K	0.16%	74
2015 Q2	$243K	Hold	2,131	–	–	0.23%	61
2015 Q1	$224K	Sell	2,131 -180	-8%	-$18.9K	0.17%	65
2014 Q4	$2.18K	Buy	+2,311	New	+$2.18K	0.22%	62