JFA
Johanson Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $4.54M | Sell |
29,292
-110
| -0.4% | -$17K | 1.39% | 22 |
|
|
2021
Q3 | $4.97M | Buy |
29,402
+80
| +0.3% | +$13.5K | 1.71% | 19 |
|
|
2021
Q2 | $5.4M | Buy |
29,322
+430
| +1% | +$79.2K | 1.83% | 17 |
|
|
2021
Q1 | $5.42M | Buy |
28,892
+385
| +1% | +$72.2K | 1.98% | 15 |
|
|
2020
Q4 | $5.17M | Sell |
28,507
-580
| -2% | -$105K | 2.08% | 14 |
|
|
2020
Q3 | $3.59M | Buy |
29,087
+147
| +0.5% | +$18.1K | 1.61% | 18 |
|
|
2020
Q2 | $3.23M | Buy |
28,940
+282
| +1% | +$31.4K | 1.61% | 19 |
|
|
2020
Q1 | $2.77M | Sell |
28,658
-3,909,449
| -99% | -$378M | 1.6% | 20 |
|
|
2019
Q4 | $27.2M | Buy |
3,938,107
+3,912,886
| +15,514% | +$27M | 1.29% | 19 |
|
|
2019
Q3 | $3.29M | Buy |
25,221
+10,328
| +69% | +$1.35M | 1.71% | 18 |
|
|
2019
Q2 | $2.08M | Buy |
14,893
+5,245
| +54% | +$734K | 1.11% | 29 |
|
|
2019
Q1 | $1.07M | Buy |
9,648
+344
| +4% | +$38.2K | 0.6% | 43 |
|
|
2018
Q4 | $1.02M | Buy |
9,304
+382
| +4% | +$41.8K | 0.69% | 37 |
|
|
2018
Q3 | $1.05M | Buy |
8,922
+733
| +9% | +$86.2K | 0.61% | 39 |
|
|
2018
Q2 | $859K | Buy |
8,189
+1,159
| +16% | +$122K | 0.55% | 45 |
|
|
2018
Q1 | $706K | Buy |
7,030
+1,371
| +24% | +$138K | 0.47% | 46 |
|
|
2017
Q4 | $608K | Buy |
5,659
+1,130
| +25% | +$121K | 0.4% | 49 |
|
|
2017
Q3 | $444K | Buy |
4,529
+572
| +14% | +$56.1K | 0.32% | 56 |
|
|
2017
Q2 | $420K | Sell |
3,957
-709
| -15% | -$75.3K | 0.34% | 52 |
|
|
2017
Q1 | $532K | Buy |
+4,666
| New | +$532K | 0.47% | 47 |
|
|
2016
Q4 | – | Sell |
-4,102
| Closed | -$380K | – | 21 |
|
|
2016
Q3 | $380K | Buy |
4,102
+82
| +2% | +$7.6K | 0.41% | 53 |
|
|
2016
Q2 | $396K | Buy |
4,020
+1,040
| +35% | +$102K | 0.47% | 48 |
|
|
2016
Q1 | $296K | Buy |
2,980
+7
| +0.2% | +$695 | 0.36% | 54 |
|
|
2015
Q4 | $314K | Buy |
+2,973
| New | +$314K | 0.41% | 52 |
|