Patriot Financial Group Insurance Agency’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 | $3.2M | Buy |
25,825
+1,644
| +7% | +$204K | 0.37% | 64 |
|
|
2025
Q1 | $2.39M | Buy |
24,181
+6,640
| +38% | +$655K | 0.32% | 76 |
|
|
2024
Q4 | $1.95M | Sell |
17,541
-2,528
| -13% | -$281K | 0.26% | 88 |
|
|
2024
Q3 | $1.93M | Sell |
20,069
-2,646
| -12% | -$255K | 0.26% | 94 |
|
|
2024
Q2 | $2.26M | Sell |
22,715
-45
| -0.2% | -$4.47K | 0.33% | 67 |
|
|
2024
Q1 | $2.78M | Buy |
22,760
+4,132
| +22% | +$506K | 0.44% | 47 |
|
|
2023
Q4 | $1.68M | Buy |
18,628
+810
| +5% | +$73.1K | 0.32% | 69 |
|
|
2023
Q3 | $1.44M | Buy |
17,818
+740
| +4% | +$60K | 0.3% | 78 |
|
|
2023
Q2 | $1.52M | Buy |
17,078
+1,325
| +8% | +$118K | 0.29% | 77 |
|
|
2023
Q1 | $1.58M | Sell |
15,753
-97
| -0.6% | -$9.71K | 0.32% | 71 |
|
|
2022
Q4 | $1.38M | Buy |
15,850
+1,329
| +9% | +$115K | 0.19% | 71 |
|
|
2022
Q3 | $1.37M | Buy |
14,521
+2,005
| +16% | +$189K | 0.33% | 69 |
|
|
2022
Q2 | $11.2M | Sell |
12,516
-387
| -3% | -$346K | 2.27% | 3 |
|
|
2022
Q1 | $1.77M | Sell |
12,903
-1,356
| -10% | -$186K | 0.32% | 65 |
|
|
2021
Q4 | $2.21M | Sell |
14,259
-358
| -2% | -$55.5K | 0.37% | 47 |
|
|
2021
Q3 | $2.47M | Buy |
14,617
+469
| +3% | +$79.3K | 0.44% | 37 |
|
|
2021
Q2 | $2.49M | Buy |
14,148
+440
| +3% | +$77.3K | 0.45% | 33 |
|
|
2021
Q1 | $2.53M | Sell |
13,708
-2,107
| -13% | -$389K | 0.58% | 20 |
|
|
2020
Q4 | $2.87M | Buy |
15,815
+3,847
| +32% | +$697K | 0.72% | 17 |
|
|
2020
Q3 | $1.49M | Sell |
11,968
-582
| -5% | -$72.2K | 0.48% | 37 |
|
|
2020
Q2 | $1.4M | Buy |
12,550
+304
| +2% | +$33.9K | 0.54% | 38 |
|
|
2020
Q1 | $1.18M | Buy |
12,246
+1,314
| +12% | +$127K | 0.54% | 34 |
|
|
2019
Q4 | $1.58M | Buy |
10,932
+142
| +1% | +$20.5K | 0.59% | 29 |
|
|
2019
Q3 | $1.41M | Sell |
10,790
-3,884
| -26% | -$506K | 0.63% | 26 |
|
|
2019
Q2 | $2.09M | Buy |
14,674
+2,027
| +16% | +$289K | 0.9% | 17 |
|
|
2019
Q1 | $1.4M | Buy |
12,647
+2,893
| +30% | +$321K | 0.72% | 23 |
|
|
2018
Q4 | $1.07M | Buy |
9,754
+3,557
| +57% | +$390K | 0.7% | 23 |
|
|
2018
Q3 | $725K | Buy |
6,197
+857
| +16% | +$100K | 0.43% | 32 |
|
|
2018
Q2 | $560K | Sell |
5,340
-1,703
| -24% | -$179K | 0.6% | 31 |
|
|
2018
Q1 | $695K | Buy |
7,043
+701
| +11% | +$69.2K | 0.51% | 42 |
|
|
2017
Q4 | $699K | Buy |
6,342
+3,690
| +139% | +$407K | 0.52% | 36 |
|
|
2017
Q3 | $264K | Sell |
2,652
-29
| -1% | -$2.89K | 0.24% | 83 |
|
|
2017
Q2 | $278K | Buy |
2,681
+471
| +21% | +$48.8K | 0.29% | 67 |
|
|
2017
Q1 | $250K | Buy |
2,210
+126
| +6% | +$14.3K | 0.26% | 66 |
|
|
2016
Q4 | $224K | Buy |
+2,084
| New | +$224K | 0.31% | 62 |
|