Nadler Financial Group’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 | $697K | Sell |
5,622
-398
| -7% | -$49.4K | 0.07% | 59 |
|
|
2025
Q1 | $594K | Buy |
6,020
+394
| +7% | +$38.9K | 0.07% | 66 |
|
|
2024
Q4 | $626K | Sell |
5,626
-128
| -2% | -$14.3K | 0.07% | 63 |
|
|
2024
Q3 | $553K | Sell |
5,754
-1,404
| -20% | -$135K | 0.06% | 67 |
|
|
2024
Q2 | $711K | Buy |
7,158
+50
| +0.7% | +$4.97K | 0.08% | 54 |
|
|
2024
Q1 | $870K | Sell |
7,108
-632
| -8% | -$77.3K | 0.11% | 49 |
|
|
2023
Q4 | $699K | Sell |
7,740
-1,472
| -16% | -$133K | 0.09% | 53 |
|
|
2023
Q3 | $747K | Sell |
9,212
-180
| -2% | -$14.6K | 0.11% | 51 |
|
|
2023
Q2 | $839K | Buy |
9,392
+225
| +2% | +$20.1K | 0.12% | 49 |
|
|
2023
Q1 | $918K | Sell |
9,167
-161
| -2% | -$16.1K | 0.15% | 48 |
|
|
2022
Q4 | $810K | Buy |
9,328
+123
| +1% | +$10.7K | 0.14% | 48 |
|
|
2022
Q3 | $868K | Buy |
9,205
+180
| +2% | +$17K | 0.17% | 47 |
|
|
2022
Q2 | $852K | Buy |
9,025
+288
| +3% | +$27.2K | 0.16% | 47 |
|
|
2022
Q1 | $1.2M | Sell |
8,737
-462
| -5% | -$63.3K | 0.19% | 43 |
|
|
2021
Q4 | $1.43M | Sell |
9,199
-87
| -0.9% | -$13.5K | 0.21% | 44 |
|
|
2021
Q3 | $1.57M | Sell |
9,286
-102
| -1% | -$17.3K | 0.26% | 40 |
|
|
2021
Q2 | $1.65M | Buy |
9,388
+65
| +0.7% | +$11.4K | 0.27% | 39 |
|
|
2021
Q1 | $1.72M | Buy |
9,323
+116
| +1% | +$21.4K | 0.31% | 35 |
|
|
2020
Q4 | $1.67M | Sell |
9,207
-308
| -3% | -$55.8K | 0.32% | 34 |
|
|
2020
Q3 | $1.18M | Sell |
9,515
-499
| -5% | -$61.9K | 0.26% | 37 |
|
|
2020
Q2 | $1.12M | Sell |
10,014
-118
| -1% | -$13.2K | 0.28% | 34 |
|
|
2020
Q1 | $979K | Sell |
10,132
-1,479
| -13% | -$143K | 0.3% | 32 |
|
|
2019
Q4 | $1.68M | Buy |
11,611
+935
| +9% | +$135K | 0.41% | 25 |
|
|
2019
Q3 | $1.39M | Buy |
10,676
+965
| +10% | +$126K | 0.39% | 25 |
|
|
2019
Q2 | $1.36M | Buy |
9,711
+417
| +4% | +$58.2K | 0.39% | 25 |
|
|
2019
Q1 | $1.03M | Buy |
9,294
+99
| +1% | +$11K | 0.33% | 33 |
|
|
2018
Q4 | $1.01M | Buy |
9,195
+3
| +0% | +$329 | 0.33% | 30 |
|
|
2018
Q3 | $1.08M | Sell |
9,192
-145
| -2% | -$17K | 0.29% | 35 |
|
|
2018
Q2 | $979K | Sell |
9,337
-360
| -4% | -$37.7K | 0.28% | 36 |
|
|
2018
Q1 | $974K | Sell |
9,697
-673
| -6% | -$67.6K | 0.3% | 32 |
|
|
2017
Q4 | $1.12M | Buy |
10,370
+239
| +2% | +$25.7K | 0.34% | 32 |
|
|
2017
Q3 | $999K | Sell |
10,131
-164
| -2% | -$16.2K | 0.33% | 30 |
|
|
2017
Q2 | $1.09M | Sell |
10,295
-3
| -0% | -$319 | 0.37% | 29 |
|
|
2017
Q1 | $1.17M | Buy |
10,298
+194
| +2% | +$22K | 0.41% | 26 |
|
|
2016
Q4 | $1.05M | Buy |
10,104
+2,930
| +41% | +$305K | 0.39% | 28 |
|
|
2016
Q3 | $666K | Sell |
7,174
-241
| -3% | -$22.4K | 0.26% | 36 |
|
|
2016
Q2 | $725K | Sell |
7,415
-690
| -9% | -$67.5K | 0.31% | 33 |
|
|
2016
Q1 | $805K | Sell |
8,105
-1,793
| -18% | -$178K | 0.35% | 33 |
|
|
2015
Q4 | $1.04M | Buy |
9,898
+975
| +11% | +$102K | 0.47% | 22 |
|
|
2015
Q3 | $912K | Buy |
8,923
+522
| +6% | +$53.4K | 0.46% | 24 |
|
|
2015
Q2 | $959K | Sell |
8,401
-876
| -9% | -$100K | 0.45% | 25 |
|
|
2015
Q1 | $973K | Buy |
9,277
+364
| +4% | +$38.2K | 0.47% | 23 |
|
|
2014
Q4 | $840K | Buy |
8,913
+107
| +1% | +$10.1K | 0.44% | 25 |
|
|
2014
Q3 | $784K | Buy |
8,806
+2,519
| +40% | +$224K | 0.47% | 25 |
|
|
2014
Q2 | $539K | Sell |
6,287
-196
| -3% | -$16.8K | 0.34% | 30 |
|
|
2014
Q1 | $519K | Sell |
6,483
-62
| -0.9% | -$4.96K | 0.35% | 33 |
|
|
2013
Q4 | $500K | Buy |
6,545
+10
| +0.2% | +$764 | 0.32% | 33 |
|
|
2013
Q3 | $421K | Sell |
6,535
-1,973
| -23% | -$127K | 0.31% | 44 |
|
|
2013
Q2 | $537K | Buy |
+8,508
| New | +$537K | 0.38% | 39 |
|