JIC
Joel Isaacson & Co’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Buy |
32,130
+2,672
| +9% | +$331K | 0.16% | 64 |
|
|
2025
Q1 | $2.91M | Buy |
29,458
+1,445
| +5% | +$143K | 0.13% | 74 |
|
|
2024
Q4 | $3.12M | Buy |
28,013
+3,272
| +13% | +$364K | 0.14% | 67 |
|
|
2024
Q3 | $2.38M | Sell |
24,741
-71
| -0.3% | -$6.83K | 0.11% | 84 |
|
|
2024
Q2 | $2.46M | Sell |
24,812
-163
| -0.7% | -$16.2K | 0.13% | 73 |
|
|
2024
Q1 | $3.06M | Sell |
24,975
-618
| -2% | -$75.6K | 0.17% | 58 |
|
|
2023
Q4 | $2.31M | Sell |
25,593
-1,193
| -4% | -$108K | 0.14% | 68 |
|
|
2023
Q3 | $2.17M | Buy |
26,786
+1,206
| +5% | +$97.7K | 0.15% | 67 |
|
|
2023
Q2 | $2.28M | Sell |
25,580
-3,152
| -11% | -$281K | 0.15% | 66 |
|
|
2023
Q1 | $2.88M | Buy |
28,732
+469
| +2% | +$47K | 0.21% | 52 |
|
|
2022
Q4 | $2.46M | Buy |
28,263
+4,068
| +17% | +$353K | 0.19% | 58 |
|
|
2022
Q3 | $2.28M | Buy |
24,195
+200
| +0.8% | +$18.9K | 0.2% | 55 |
|
|
2022
Q2 | $2.27M | Sell |
23,995
-300
| -1% | -$28.3K | 0.19% | 56 |
|
|
2022
Q1 | $3.1M | Buy |
24,295
+245
| +1% | +$31.3K | 0.23% | 49 |
|
|
2021
Q4 | $3.73M | Buy |
24,050
+5
| +0% | +$774 | 0.26% | 44 |
|
|
2021
Q3 | $4.07M | Sell |
24,045
-186
| -0.8% | -$31.5K | 0.31% | 40 |
|
|
2021
Q2 | $4.26M | Sell |
24,231
-2,877
| -11% | -$506K | 0.33% | 35 |
|
|
2021
Q1 | $5M | Sell |
27,108
-944
| -3% | -$174K | 0.44% | 29 |
|
|
2020
Q4 | $5.08M | Buy |
28,052
+7,511
| +37% | +$1.36M | 0.5% | 25 |
|
|
2020
Q3 | $2.55M | Sell |
20,541
-417
| -2% | -$51.7K | 0.33% | 36 |
|
|
2020
Q2 | $2.34M | Buy |
20,958
+649
| +3% | +$72.4K | 0.33% | 33 |
|
|
2020
Q1 | $1.96M | Buy |
20,309
+2,390
| +13% | +$231K | 0.34% | 33 |
|
|
2019
Q4 | $2.59M | Sell |
17,919
-1,238
| -6% | -$179K | 0.34% | 35 |
|
|
2019
Q3 | $2.5M | Sell |
19,157
-1,100
| -5% | -$143K | 0.36% | 34 |
|
|
2019
Q2 | $2.83M | Sell |
20,257
-379
| -2% | -$52.9K | 0.41% | 30 |
|
|
2019
Q1 | $2.29M | Buy |
20,636
+603
| +3% | +$66.9K | 0.33% | 37 |
|
|
2018
Q4 | $2.26M | Buy |
20,033
+1,644
| +9% | +$185K | 0.36% | 37 |
|
|
2018
Q3 | $2.15M | Sell |
18,389
-690
| -4% | -$80.7K | 0.34% | 32 |
|
|
2018
Q2 | $2M | Sell |
19,079
-565
| -3% | -$59.2K | 0.33% | 34 |
|
|
2018
Q1 | $1.97M | Sell |
19,644
-488
| -2% | -$49K | 0.34% | 33 |
|
|
2017
Q4 | $2.16M | Sell |
20,132
-835
| -4% | -$89.8K | 0.38% | 30 |
|
|
2017
Q3 | $2.07M | Sell |
20,967
-2,306
| -10% | -$227K | 0.38% | 30 |
|
|
2017
Q2 | $2.47M | Hold |
23,273
| – | – | 0.47% | 26 |
|
|
2017
Q1 | $2.64M | Buy |
23,273
+372
| +2% | +$42.2K | 0.52% | 26 |
|
|
2016
Q4 | $2.39M | Sell |
22,901
-2,244
| -9% | -$234K | 0.48% | 25 |
|
|
2016
Q3 | $2.34M | Buy |
25,145
+132
| +0.5% | +$12.3K | 0.48% | 24 |
|
|
2016
Q2 | $2.45M | Buy |
25,013
+5,574
| +29% | +$545K | 0.52% | 21 |
|
|
2016
Q1 | $1.93M | Buy |
19,439
+454
| +2% | +$45.1K | 0.43% | 26 |
|
|
2015
Q4 | $2M | Sell |
18,985
-298
| -2% | -$31.3K | 0.49% | 23 |
|
|
2015
Q3 | $1.97M | Buy |
19,283
+204
| +1% | +$20.9K | 0.53% | 22 |
|
|
2015
Q2 | $2.18M | Buy |
19,079
+905
| +5% | +$103K | 0.56% | 22 |
|
|
2015
Q1 | $1.91M | Buy |
18,174
+323
| +2% | +$33.9K | 0.48% | 23 |
|
|
2014
Q4 | $1.68M | Buy |
17,851
+133
| +0.8% | +$12.5K | 0.45% | 24 |
|
|
2014
Q3 | $1.58M | Hold |
17,718
| – | – | 0.48% | 25 |
|
|
2014
Q2 | $1.52M | Sell |
17,718
-12
| -0.1% | -$1.03K | 0.48% | 26 |
|
|
2014
Q1 | $1.42M | Buy |
17,730
+311
| +2% | +$24.9K | 0.48% | 24 |
|
|
2013
Q4 | $1.33M | Sell |
17,419
-147
| -0.8% | -$11.2K | 0.48% | 26 |
|
|
2013
Q3 | $1.13M | Buy |
17,566
+444
| +3% | +$28.6K | 0.46% | 29 |
|
|
2013
Q2 | $1.08M | Buy |
+17,122
| New | +$1.08M | 0.51% | 27 |
|