JNBA Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.44M | Sell |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.48M | Sell |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | $1.47M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.6M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.64M | Buy |
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|
2021
Q3 | $2.84M | Sell |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $3.05M | Buy |
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|
2020
Q4 | $2.94M | Sell |
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|
2020
Q3 | $2.62M | Sell |
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|
2020
Q2 | $2.38M | Sell |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $3.11M | Hold |
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|
2019
Q3 | $2.8M | Sell |
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|
2019
Q2 | $3.04M | Sell |
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|
2019
Q1 | $2.42M | Buy |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $401K | Sell |
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|
2018
Q2 | $2.57M | Hold |
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|
2018
Q1 | $2.47M | Hold |
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|
2017
Q4 | $2.64M | Hold |
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|
2017
Q3 | $2.42M | Hold |
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|
2017
Q2 | $2.61M | Sell |
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|
2017
Q1 | $2.79M | Buy |
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|
2016
Q4 | $2.56M | Buy |
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|
2016
Q3 | $735K | Sell |
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|
2016
Q2 | $2.24M | Buy |
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|
2016
Q1 | $625K | Buy |
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|
2015
Q4 | $483K | Buy |
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|
2015
Q3 | $459K | Buy |
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|
2015
Q2 | $511K | Hold |
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|
2015
Q1 | $469K | Hold |
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|
2014
Q4 | $422K | Buy |
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|
2014
Q3 | $372K | Buy |
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|
2014
Q2 | $285K | Buy |
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|
2014
Q1 | $203K | Sell |
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|
2013
Q4 | $200K | Buy |
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|
2013
Q3 | $37K | Buy |
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|
2013
Q2 | $28K | Buy |
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