JWA
JFS Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
10,229
-147
| -1% | -$18.2K | 0.08% | 137 |
|
|
2025
Q1 | $1.02M | Sell |
10,376
-393
| -4% | -$38.8K | 0.07% | 147 |
|
|
2024
Q4 | $1.2M | Sell |
10,769
-179
| -2% | -$19.9K | 0.08% | 127 |
|
|
2024
Q3 | $1.05M | Buy |
10,948
+918
| +9% | +$88.3K | 0.07% | 144 |
|
|
2024
Q2 | $996K | Sell |
10,030
-337
| -3% | -$33.5K | 0.08% | 111 |
|
|
2024
Q1 | $1.27M | Sell |
10,367
-744
| -7% | -$91K | 0.1% | 99 |
|
|
2023
Q4 | $1M | Sell |
11,111
-569
| -5% | -$51.4K | 0.09% | 106 |
|
|
2023
Q3 | $947K | Buy |
11,680
+124
| +1% | +$10.1K | 0.09% | 111 |
|
|
2023
Q2 | $1.03M | Sell |
11,556
-520
| -4% | -$46.4K | 0.09% | 111 |
|
|
2023
Q1 | $1.21M | Buy |
12,076
+12
| +0.1% | +$1.2K | 0.11% | 101 |
|
|
2022
Q4 | $1.05M | Sell |
12,064
-1,133
| -9% | -$98.4K | 0.1% | 109 |
|
|
2022
Q3 | $1.25M | Sell |
13,197
-56
| -0.4% | -$5.28K | 0.14% | 96 |
|
|
2022
Q2 | $1.25M | Sell |
13,253
-403
| -3% | -$38K | 0.13% | 92 |
|
|
2022
Q1 | $1.87M | Buy |
13,656
+425
| +3% | +$58.3K | 0.18% | 87 |
|
|
2021
Q4 | $2.05M | Buy |
13,231
+183
| +1% | +$28.3K | 0.19% | 83 |
|
|
2021
Q3 | $2.21M | Buy |
13,048
+1,223
| +10% | +$207K | 0.23% | 77 |
|
|
2021
Q2 | $2.08M | Sell |
11,825
-1,599
| -12% | -$281K | 0.31% | 53 |
|
|
2021
Q1 | $2.48M | Sell |
13,424
-903
| -6% | -$167K | 0.51% | 45 |
|
|
2020
Q4 | $2.6M | Hold |
14,327
| – | – | 0.55% | 44 |
|
|
2020
Q3 | $1.78M | Buy |
14,327
+200
| +1% | +$24.8K | 0.42% | 51 |
|
|
2020
Q2 | $1.58M | Hold |
14,127
| – | – | 0.41% | 53 |
|
|
2020
Q1 | $1.37M | Sell |
14,127
-149
| -1% | -$14.4K | 0.41% | 54 |
|
|
2019
Q4 | $2.07M | Buy |
14,276
+164
| +1% | +$23.7K | 0.51% | 46 |
|
|
2019
Q3 | $1.84M | Sell |
14,112
-100
| -0.7% | -$13K | 0.47% | 49 |
|
|
2019
Q2 | $1.99M | Sell |
14,212
-1,566
| -10% | -$219K | 0.5% | 46 |
|
|
2019
Q1 | $1.75M | Sell |
15,778
-50
| -0.3% | -$5.55K | 0.46% | 50 |
|
|
2018
Q4 | $1.74M | Sell |
15,828
-583
| -4% | -$63.9K | 0.46% | 47 |
|
|
2018
Q3 | $1.92M | Buy |
16,411
+528
| +3% | +$61.7K | 0.49% | 42 |
|
|
2018
Q2 | $1.67M | Sell |
15,883
-818
| -5% | -$85.8K | 0.44% | 46 |
|
|
2018
Q1 | $1.68M | Sell |
16,701
-622
| -4% | -$62.5K | 0.44% | 46 |
|
|
2017
Q4 | $1.86M | Buy |
17,323
+30
| +0.2% | +$3.23K | 0.46% | 48 |
|
|
2017
Q3 | $1.71M | Sell |
17,293
-1,010
| -6% | -$99.6K | 0.44% | 50 |
|
|
2017
Q2 | $1.95M | Sell |
18,303
-183
| -1% | -$19.4K | 0.53% | 43 |
|
|
2017
Q1 | $1.93M | Hold |
18,486
| – | – | 0.52% | 48 |
|
|
2016
Q4 | $1.93M | Sell |
18,486
-1,327
| -7% | -$138K | 0.52% | 48 |
|
|
2016
Q3 | $1.84M | Buy |
19,813
+597
| +3% | +$55.4K | 0.53% | 51 |
|
|
2016
Q2 | $1.88M | Sell |
19,216
-525
| -3% | -$51.4K | 0.52% | 50 |
|
|
2016
Q1 | $1.96M | Sell |
19,741
-285
| -1% | -$28.3K | 0.58% | 36 |
|
|
2015
Q4 | $2.11M | Buy |
20,026
+75
| +0.4% | +$7.88K | 0.61% | 35 |
|
|
2015
Q3 | $2.04M | Buy |
19,951
+11,024
| +123% | +$1.13M | 0.9% | 27 |
|
|
2015
Q2 | $1.02M | Sell |
8,927
-1
| -0% | -$114 | 0.52% | 45 |
|
|
2015
Q1 | $936K | Sell |
8,928
-70
| -0.8% | -$7.34K | 0.44% | 45 |
|
|
2014
Q4 | $848K | Sell |
8,998
-157
| -2% | -$14.8K | 0.13% | 37 |
|
|
2014
Q3 | $815K | Sell |
9,155
-29
| -0.3% | -$2.58K | 0.14% | 33 |
|
|
2014
Q2 | $787K | Sell |
9,184
-150
| -2% | -$12.9K | 0.14% | 36 |
|
|
2014
Q1 | $747K | Sell |
9,334
-329
| -3% | -$26.3K | 0.41% | 45 |
|
|
2013
Q4 | $738K | Sell |
9,663
-130
| -1% | -$9.93K | 0.32% | 46 |
|
|
2013
Q3 | $632K | Buy |
9,793
+2,184
| +29% | +$141K | 0.3% | 54 |
|
|
2013
Q2 | $481K | Buy |
+7,609
| New | +$481K | 0.24% | 59 |
|