JIP
Jaffetilchin Investment Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
23,006
-9,752
| -30% | -$1.21M | 0.19% | 90 |
|
|
2025
Q1 | $3.23M | Sell |
32,758
-1,669
| -5% | -$165K | 0.23% | 72 |
|
|
2024
Q4 | $3.83M | Buy |
34,427
+22,556
| +190% | +$2.51M | 0.28% | 59 |
|
|
2024
Q3 | $1.14M | Buy |
11,871
+147
| +1% | +$14.1K | 0.09% | 132 |
|
|
2024
Q2 | $1.16M | Sell |
11,724
-6,189
| -35% | -$615K | 0.1% | 122 |
|
|
2024
Q1 | $2.19M | Buy |
17,913
+4,864
| +37% | +$595K | 0.2% | 81 |
|
|
2023
Q4 | $1.18M | Buy |
13,049
+9,198
| +239% | +$831K | 0.11% | 119 |
|
|
2023
Q3 | $312K | Sell |
3,851
-231
| -6% | -$18.7K | 0.03% | 257 |
|
|
2023
Q2 | $364K | Sell |
4,082
-131
| -3% | -$11.7K | 0.04% | 250 |
|
|
2023
Q1 | $422K | Buy |
4,213
+4
| +0.1% | +$401 | 0.05% | 229 |
|
|
2022
Q4 | $366K | Sell |
4,209
-916
| -18% | -$79.6K | 0.04% | 237 |
|
|
2022
Q3 | $483K | Buy |
+5,125
| New | +$483K | 0.06% | 179 |
|
|
2022
Q2 | – | Sell |
-5,872
| Closed | -$613K | – | 323 |
|
|
2022
Q1 | $613K | Sell |
5,872
-3,952
| -40% | -$413K | 0.07% | 161 |
|
|
2021
Q4 | $1.52M | Sell |
9,824
-479
| -5% | -$74.2K | 0.14% | 98 |
|
|
2021
Q3 | $1.74M | Sell |
10,303
-378
| -4% | -$63.9K | 0.19% | 86 |
|
|
2021
Q2 | $1.88M | Buy |
10,681
+80
| +0.8% | +$14.1K | 0.13% | 119 |
|
|
2021
Q1 | $1.96M | Buy |
10,601
+4,119
| +64% | +$760K | 0.23% | 78 |
|
|
2020
Q4 | $1.17M | Sell |
6,482
-2,067
| -24% | -$374K | 0.17% | 95 |
|
|
2020
Q3 | $1.06M | Buy |
8,549
+902
| +12% | +$112K | 0.2% | 69 |
|
|
2020
Q2 | $853K | Buy |
7,647
+3,195
| +72% | +$356K | 0.19% | 75 |
|
|
2020
Q1 | $430K | Sell |
4,452
-65
| -1% | -$6.28K | 0.15% | 92 |
|
|
2019
Q4 | $653K | Sell |
4,517
-724
| -14% | -$105K | 0.14% | 103 |
|
|
2019
Q3 | $683K | Sell |
5,241
-3,294
| -39% | -$429K | 0.16% | 88 |
|
|
2019
Q2 | $1.19M | Sell |
8,535
-4,293
| -33% | -$600K | 0.28% | 56 |
|
|
2019
Q1 | $1.42M | Buy |
12,828
+1,453
| +13% | +$161K | 0.32% | 45 |
|
|
2018
Q4 | $1.25M | Sell |
11,375
-3,817
| -25% | -$418K | 0.31% | 45 |
|
|
2018
Q3 | $1.78M | Buy |
15,192
+3,612
| +31% | +$422K | 0.38% | 41 |
|
|
2018
Q2 | $1.21M | Buy |
11,580
+8,707
| +303% | +$913K | 0.27% | 65 |
|
|
2018
Q1 | $289K | Sell |
2,873
-2,271
| -44% | -$228K | 0.06% | 259 |
|
|
2017
Q4 | $553K | Buy |
+5,144
| New | +$553K | 0.18% | 102 |
|
|
2017
Q3 | – | Sell |
-6,773
| Closed | -$720K | – | 287 |
|
|
2017
Q2 | $720K | Sell |
6,773
-519
| -7% | -$55.2K | 0.24% | 76 |
|
|
2017
Q1 | $827K | Buy |
7,292
+206
| +3% | +$23.4K | 0.21% | 77 |
|
|
2016
Q4 | $738K | Buy |
7,086
+3,950
| +126% | +$411K | 0.22% | 74 |
|
|
2016
Q3 | $291K | Sell |
3,136
-16
| -0.5% | -$1.49K | 0.09% | 176 |
|
|
2016
Q2 | $308K | Buy |
3,152
+4
| +0.1% | +$391 | 0.09% | 176 |
|
|
2016
Q1 | $313K | Sell |
3,148
-207
| -6% | -$20.6K | 0.1% | 137 |
|
|
2015
Q4 | $353K | Buy |
+3,355
| New | +$353K | 0.11% | 128 |
|
|
2014
Q4 | – | Sell |
-6,142
| Closed | -$547K | – | 203 |
|
|
2014
Q3 | $547K | Buy |
+6,142
| New | +$547K | 0.2% | 66 |
|