JF
JSF Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Sell |
17,315
-1,300
| -7% | -$161K | 0.51% | 29 |
|
|
2025
Q1 | $1.84M | Sell |
18,615
-216
| -1% | -$21.3K | 0.48% | 32 |
|
|
2024
Q4 | $2.1M | Sell |
18,831
-2,269
| -11% | -$253K | 0.56% | 29 |
|
|
2024
Q3 | $2.03M | Sell |
21,100
-1,755
| -8% | -$169K | 0.59% | 28 |
|
|
2024
Q2 | $2.27M | Sell |
22,855
-166
| -0.7% | -$16.5K | 0.7% | 26 |
|
|
2024
Q1 | $2.82M | Buy |
23,021
+675
| +3% | +$82.6K | 0.88% | 22 |
|
|
2023
Q4 | $2.02M | Sell |
22,346
-4,958
| -18% | -$448K | 0.7% | 27 |
|
|
2023
Q3 | $2.21M | Buy |
27,304
+2,191
| +9% | +$178K | 0.86% | 25 |
|
|
2023
Q2 | $2.24M | Sell |
25,113
-866
| -3% | -$77.3K | 0.79% | 29 |
|
|
2023
Q1 | $2.6M | Buy |
25,979
+382
| +1% | +$38.3K | 0.97% | 27 |
|
|
2022
Q4 | $2.22M | Buy |
25,597
+2,584
| +11% | +$225K | 0.83% | 27 |
|
|
2022
Q3 | $2.17M | Sell |
23,013
-184
| -0.8% | -$17.4K | 0.82% | 29 |
|
|
2022
Q2 | $2.19M | Buy |
23,197
+861
| +4% | +$81.3K | 0.99% | 25 |
|
|
2022
Q1 | $3.06M | Buy |
22,336
+172
| +0.8% | +$23.6K | 1.3% | 17 |
|
|
2021
Q4 | $3.43M | Sell |
22,164
-1,286
| -5% | -$199K | 1.67% | 9 |
|
|
2021
Q3 | $3.97M | Buy |
23,450
+9,178
| +64% | +$1.55M | 1.96% | 9 |
|
|
2021
Q2 | $2.51M | Buy |
14,272
+957
| +7% | +$168K | 1.48% | 10 |
|
|
2021
Q1 | $2.46M | Buy |
13,315
+1,872
| +16% | +$345K | 1.54% | 9 |
|
|
2020
Q4 | $2.07M | Sell |
11,443
-93
| -0.8% | -$16.8K | 1.45% | 9 |
|
|
2020
Q3 | $1.43M | Buy |
11,536
+137
| +1% | +$17K | 1.12% | 11 |
|
|
2020
Q2 | $1.27M | Buy |
11,399
+470
| +4% | +$52.4K | 1.1% | 13 |
|
|
2020
Q1 | $1.06M | Buy |
10,929
+5,217
| +91% | +$504K | 1.07% | 17 |
|
|
2019
Q4 | $826K | Sell |
5,712
-190
| -3% | -$27.5K | 0.82% | 19 |
|
|
2019
Q3 | $769K | Buy |
5,902
+940
| +19% | +$122K | 0.84% | 18 |
|
|
2019
Q2 | $693K | Buy |
4,962
+515
| +12% | +$71.9K | 0.75% | 20 |
|
|
2019
Q1 | $494K | Sell |
4,447
-12
| -0.3% | -$1.33K | 0.55% | 24 |
|
|
2018
Q4 | $489K | Buy |
+4,459
| New | +$489K | 0.5% | 26 |
|