JFA
JNBA Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
14,868
-583
| -4% | -$72.3K | 0.18% | 62 |
|
|
2025
Q1 | $1.53M | Buy |
15,451
+450
| +3% | +$44.4K | 0.16% | 72 |
|
|
2024
Q4 | $1.67M | Buy |
15,001
+5
| +0% | +$557 | 0.17% | 66 |
|
|
2024
Q3 | $1.44M | Sell |
14,996
-714
| -5% | -$68.7K | 0.15% | 76 |
|
|
2024
Q2 | $1.56M | Buy |
15,710
+224
| +1% | +$22.2K | 0.16% | 71 |
|
|
2024
Q1 | $1.89M | Sell |
15,486
-950
| -6% | -$116K | 0.2% | 68 |
|
|
2023
Q4 | $1.48M | Sell |
16,436
-250
| -1% | -$22.6K | 0.17% | 78 |
|
|
2023
Q3 | $1.35M | Buy |
16,686
+206
| +1% | +$16.7K | 0.17% | 80 |
|
|
2023
Q2 | $1.47M | Sell |
16,480
-179
| -1% | -$16K | 0.18% | 80 |
|
|
2023
Q1 | $1.67M | Sell |
16,659
-77
| -0.5% | -$7.71K | 0.22% | 70 |
|
|
2022
Q4 | $1.45M | Sell |
16,736
-222
| -1% | -$19.3K | 0.2% | 77 |
|
|
2022
Q3 | $1.6M | Sell |
16,958
-5
| -0% | -$472 | 0.25% | 63 |
|
|
2022
Q2 | $1.6M | Sell |
16,963
-215
| -1% | -$20.3K | 0.24% | 64 |
|
|
2022
Q1 | $2.36M | Buy |
17,178
+139
| +0.8% | +$19.1K | 0.31% | 57 |
|
|
2021
Q4 | $2.64M | Buy |
17,039
+236
| +1% | +$36.6K | 0.32% | 56 |
|
|
2021
Q3 | $2.84M | Sell |
16,803
-80
| -0.5% | -$13.5K | 0.38% | 54 |
|
|
2021
Q2 | $2.97M | Buy |
16,883
+357
| +2% | +$62.8K | 0.4% | 52 |
|
|
2021
Q1 | $3.05M | Buy |
16,526
+289
| +2% | +$53.3K | 0.44% | 48 |
|
|
2020
Q4 | $2.94M | Sell |
16,237
-4,842
| -23% | -$877K | 0.48% | 46 |
|
|
2020
Q3 | $2.62M | Sell |
21,079
-219
| -1% | -$27.2K | 0.53% | 43 |
|
|
2020
Q2 | $2.38M | Sell |
21,298
-640
| -3% | -$71.4K | 0.51% | 43 |
|
|
2020
Q1 | $2.12M | Buy |
21,938
+445
| +2% | +$43K | 0.51% | 42 |
|
|
2019
Q4 | $3.11M | Hold |
21,493
| – | – | 0.59% | 38 |
|
|
2019
Q3 | $2.8M | Sell |
21,493
-314
| -1% | -$40.9K | 0.57% | 37 |
|
|
2019
Q2 | $3.05M | Sell |
21,807
-20
| -0.1% | -$2.79K | 0.62% | 34 |
|
|
2019
Q1 | $2.42M | Buy |
21,827
+47
| +0.2% | +$5.22K | 0.52% | 33 |
|
|
2018
Q4 | $2.39M | Buy |
21,780
+18,350
| +535% | +$2.01M | 0.54% | 30 |
|
|
2018
Q3 | $401K | Sell |
3,430
-21,129
| -86% | -$2.47M | 0.18% | 86 |
|
|
2018
Q2 | $2.57M | Hold |
24,559
| – | – | 0.54% | 30 |
|
|
2018
Q1 | $2.47M | Hold |
24,559
| – | – | 0.53% | 31 |
|
|
2017
Q4 | $2.64M | Hold |
24,559
| – | – | 0.56% | 28 |
|
|
2017
Q3 | $2.42M | Hold |
24,559
| – | – | 0.54% | 26 |
|
|
2017
Q2 | $2.61M | Sell |
24,559
-40
| -0.2% | -$4.25K | 0.59% | 24 |
|
|
2017
Q1 | $2.79M | Buy |
24,599
+66
| +0.3% | +$7.48K | 0.66% | 23 |
|
|
2016
Q4 | $2.56M | Buy |
24,533
+16,619
| +210% | +$1.73M | 0.62% | 22 |
|
|
2016
Q3 | $735K | Sell |
7,914
-14,987
| -65% | -$1.39M | 0.11% | 62 |
|
|
2016
Q2 | $2.24M | Buy |
22,901
+16,605
| +264% | +$1.62M | 0.63% | 23 |
|
|
2016
Q1 | $625K | Buy |
6,296
+1,700
| +37% | +$169K | 0.22% | 54 |
|
|
2015
Q4 | $483K | Buy |
4,596
+100
| +2% | +$10.5K | 0.19% | 59 |
|
|
2015
Q3 | $459K | Buy |
4,496
+20
| +0.4% | +$2.04K | 0.2% | 51 |
|
|
2015
Q2 | $511K | Hold |
4,476
| – | – | 0.19% | 49 |
|
|
2015
Q1 | $469K | Hold |
4,476
| – | – | 0.18% | 58 |
|
|
2014
Q4 | $422K | Buy |
4,476
+300
| +7% | +$28.3K | 0.17% | 65 |
|
|
2014
Q3 | $372K | Buy |
4,176
+849
| +26% | +$75.6K | 0.17% | 65 |
|
|
2014
Q2 | $285K | Buy |
3,327
+796
| +31% | +$68.2K | 0.14% | 76 |
|
|
2014
Q1 | $203K | Sell |
2,531
-93
| -4% | -$7.46K | 0.11% | 82 |
|
|
2013
Q4 | $200K | Buy |
2,624
+2,046
| +354% | +$156K | 0.11% | 84 |
|
|
2013
Q3 | $37K | Buy |
578
+130
| +29% | +$8.32K | 0.02% | 172 |
|
|
2013
Q2 | $28K | Buy |
+448
| New | +$28K | 0.02% | 175 |
|