Ironwood Financial’s Walt Disney DIS Stock Holding History

Ironwood 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	$316K	Hold	3,197	–	–	0.07%	129
2025 Q1	$316K	Sell	3,197 -30	-0.9%	-$2.96K	0.07%	129
2024 Q4	$359K	Hold	3,227	–	–	0.08%	121
2024 Q3	$310K	Sell	3,227 -229	-7%	-$22K	0.07%	128
2024 Q2	$343K	Sell	3,456 -1,025	-23%	-$102K	0.08%	121
2024 Q1	$548K	Hold	4,481	–	–	0.13%	103
2023 Q4	$405K	Sell	4,481 -32	-0.7%	-$2.89K	0.1%	112
2023 Q3	$366K	Buy	4,513 +62	+1%	+$5.03K	0.1%	107
2023 Q2	$397K	Sell	4,451 -79	-2%	-$7.05K	0.1%	105
2023 Q1	$454K	Sell	4,530 -15	-0.3%	-$1.5K	0.13%	98
2022 Q4	$395K	Buy	4,545 +15	+0.3%	+$1.3K	0.12%	99
2022 Q3	$427K	Sell	4,530 -1	-0%	-$94	0.14%	80
2022 Q2	$428K	Hold	4,531	–	–	0.14%	82
2022 Q1	$621K	Buy	4,531 +50	+1%	+$6.85K	0.18%	76
2021 Q4	$694K	Hold	4,481	–	–	0.19%	76
2021 Q3	$758K	Buy	4,481 +554	+14%	+$93.7K	0.22%	69
2021 Q2	$690K	Buy	3,927 +1	+0%	+$176	0.21%	71
2021 Q1	$724K	Buy	3,926 +622	+19%	+$115K	0.24%	71
2020 Q4	$599K	Buy	3,304 +2,954	+844%	+$536K	0.22%	69
2020 Q3	$43K	Buy	350 +30	+9%	+$3.69K	0.02%	125
2020 Q2	$36K	Hold	320	–	–	0.02%	124
2020 Q1	$31K	Hold	320	–	–	0.02%	115
2019 Q4	$46K	Hold	320	–	–	0.02%	119
2019 Q3	$42K	Hold	320	–	–	0.02%	130
2019 Q2	$45K	Hold	320	–	–	0.02%	125
2019 Q1	$36K	Hold	320	–	–	0.02%	144
2018 Q4	$35K	Hold	320	–	–	0.02%	131
2018 Q3	$37K	Buy	320 +250	+357%	+$28.9K	0.02%	139
2018 Q2	$7K	Hold	70	–	–	﹤0.01%	206
2018 Q1	$7K	Hold	70	–	–	0.01%	184
2017 Q4	$8K	Hold	70	–	–	﹤0.01%	186
2017 Q3	$7K	Hold	70	–	–	﹤0.01%	194
2017 Q2	$7K	Hold	70	–	–	﹤0.01%	189
2017 Q1	$8K	Hold	70	–	–	0.01%	177
2016 Q4	$7K	Hold	70	–	–	﹤0.01%	180
2016 Q3	$7K	Hold	70	–	–	0.01%	179
2016 Q2	$7K	Hold	70	–	–	0.01%	180
2016 Q1	$7K	Buy	+70	New	+$7K	0.01%	183
2015 Q3	$284K	Buy	2,778 +2,534	+1,039%	+$259K	0.14%	59
2015 Q2	$28K	Buy	244 +1	+0.4%	+$115	0.01%	145
2015 Q1	$25K	Buy	243 +223	+1,115%	+$22.9K	0.01%	147
2014 Q4	$2K	Buy	+20	New	+$2K	﹤0.01%	250