JT Stratford LLC’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Sell |
3,264
-220
| -6% | -$27.3K | 0.06% | 210 |
|
|
2025
Q1 | $344K | Buy |
+3,484
| New | +$344K | 0.06% | 222 |
|
|
2024
Q3 | – | Sell |
-10,251
| Closed | -$1.02M | – | 287 |
|
|
2024
Q2 | $1.02M | Buy |
10,251
+5,196
| +103% | +$516K | 0.19% | 128 |
|
|
2024
Q1 | $619K | Buy |
5,055
+2,087
| +70% | +$255K | 0.12% | 174 |
|
|
2023
Q4 | $268K | Sell |
2,968
-4,348
| -59% | -$393K | 0.06% | 216 |
|
|
2023
Q3 | $593K | Sell |
7,316
-2,285
| -24% | -$185K | 0.15% | 152 |
|
|
2023
Q2 | $857K | Sell |
9,601
-2,451
| -20% | -$219K | 0.23% | 106 |
|
|
2023
Q1 | $1.21M | Buy |
12,052
+518
| +4% | +$51.9K | 0.35% | 81 |
|
|
2022
Q4 | $1M | Buy |
11,534
+8,369
| +264% | +$727K | 0.32% | 83 |
|
|
2022
Q3 | $299K | Sell |
3,165
-208
| -6% | -$19.7K | 0.11% | 160 |
|
|
2022
Q2 | $318K | Buy |
3,373
+488
| +17% | +$46K | 0.1% | 167 |
|
|
2022
Q1 | $396K | Buy |
2,885
+500
| +21% | +$68.6K | 0.12% | 147 |
|
|
2021
Q4 | $369K | Buy |
2,385
+191
| +9% | +$29.6K | 0.1% | 157 |
|
|
2021
Q3 | $371K | Sell |
2,194
-636
| -22% | -$108K | 0.11% | 151 |
|
|
2021
Q2 | $497K | Buy |
+2,830
| New | +$497K | 0.16% | 124 |
|
|
2020
Q4 | – | Sell |
-2,031
| Closed | -$252K | – | 182 |
|
|
2020
Q3 | $252K | Sell |
2,031
-714
| -26% | -$88.6K | 0.11% | 123 |
|
|
2020
Q2 | $306K | Sell |
2,745
-401
| -13% | -$44.7K | 0.16% | 115 |
|
|
2020
Q1 | $304K | Sell |
3,146
-13,414
| -81% | -$1.3M | 0.19% | 87 |
|
|
2019
Q4 | $2.4M | Buy |
16,560
+753
| +5% | +$109K | 1.1% | 23 |
|
|
2019
Q3 | $2.06M | Buy |
15,807
+1,688
| +12% | +$220K | 1.16% | 28 |
|
|
2019
Q2 | $1.97M | Sell |
14,119
-4,153
| -23% | -$580K | 1.09% | 25 |
|
|
2019
Q1 | $2.03M | Buy |
18,272
+4,250
| +30% | +$472K | 1.17% | 21 |
|
|
2018
Q4 | $1.54M | Buy |
14,022
+8,527
| +155% | +$935K | 1.02% | 37 |
|
|
2018
Q3 | $643K | Sell |
5,495
-538
| -9% | -$63K | 0.37% | 67 |
|
|
2018
Q2 | $632K | Buy |
6,033
+3,617
| +150% | +$379K | 0.39% | 65 |
|
|
2018
Q1 | $243K | Buy |
2,416
+512
| +27% | +$51.5K | 0.15% | 97 |
|
|
2017
Q4 | $205K | Sell |
1,904
-16,698
| -90% | -$1.8M | 0.13% | 95 |
|
|
2017
Q3 | $1.83M | Sell |
18,602
-4,377
| -19% | -$432K | 1.19% | 32 |
|
|
2017
Q2 | $2.44M | Buy |
22,979
+2,194
| +11% | +$233K | 1.72% | 19 |
|
|
2017
Q1 | $2.36M | Buy |
20,785
+935
| +5% | +$106K | 1.75% | 20 |
|
|
2016
Q4 | $2.07M | Buy |
+19,850
| New | +$2.07M | 1.74% | 17 |
|