JJBC
James J. Burns & Company’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
2,489
-42
| -2% | -$5.21K | 0.05% | 123 |
|
|
2025
Q1 | $250K | Sell |
2,531
-54
| -2% | -$5.33K | 0.04% | 129 |
|
|
2024
Q4 | $288K | Sell |
2,585
-133
| -5% | -$14.8K | 0.05% | 121 |
|
|
2024
Q3 | $262K | Sell |
2,718
-327
| -11% | -$31.5K | 0.05% | 121 |
|
|
2024
Q2 | $303K | Buy |
3,045
+1,099
| +56% | +$109K | 0.06% | 99 |
|
|
2024
Q1 | $239K | Sell |
1,946
-826
| -30% | -$101K | 0.08% | 79 |
|
|
2023
Q4 | $251K | Sell |
2,772
-14
| -0.5% | -$1.27K | 0.06% | 103 |
|
|
2023
Q3 | $226K | Sell |
2,786
-5
| -0.2% | -$406 | 0.06% | 95 |
|
|
2023
Q2 | $249K | Buy |
2,791
+121
| +5% | +$10.8K | 0.06% | 96 |
|
|
2023
Q1 | $268K | Buy |
+2,670
| New | +$268K | 0.07% | 95 |
|
|
2022
Q4 | – | Sell |
-2,311
| Closed | -$218K | – | 80 |
|
|
2022
Q3 | $218K | Buy |
+2,311
| New | +$218K | 0.1% | 75 |
|