PFG Advisors’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 | $1.09M | Buy |
8,818
+1,800
| +26% | +$223K | 0.05% | 292 |
|
|
2025
Q1 | $693K | Buy |
7,018
+8
| +0.1% | +$790 | 0.04% | 399 |
|
|
2024
Q4 | $781K | Sell |
7,010
-643
| -8% | -$71.6K | 0.05% | 362 |
|
|
2024
Q3 | $736K | Sell |
7,653
-515
| -6% | -$49.5K | 0.05% | 357 |
|
|
2024
Q2 | $811K | Buy |
8,168
+735
| +10% | +$73K | 0.05% | 328 |
|
|
2024
Q1 | $909K | Buy |
7,433
+177
| +2% | +$21.7K | 0.07% | 300 |
|
|
2023
Q4 | $655K | Buy |
7,256
+133
| +2% | +$12K | 0.05% | 326 |
|
|
2023
Q3 | $577K | Sell |
7,123
-1,285
| -15% | -$104K | 0.05% | 330 |
|
|
2023
Q2 | $751K | Sell |
8,408
-463
| -5% | -$41.3K | 0.06% | 339 |
|
|
2023
Q1 | $888K | Buy |
8,871
+1,207
| +16% | +$121K | 0.07% | 298 |
|
|
2022
Q4 | $666K | Buy |
7,664
+553
| +8% | +$48K | 0.07% | 314 |
|
|
2022
Q3 | $671K | Sell |
7,111
-231
| -3% | -$21.8K | 0.08% | 285 |
|
|
2022
Q2 | $693K | Buy |
+7,342
| New | +$693K | 0.08% | 214 |
|
|
2022
Q1 | – | Sell |
-6,156
| Closed | -$954K | – | 429 |
|
|
2021
Q4 | $954K | Buy |
6,156
+609
| +11% | +$94.4K | 0.09% | 259 |
|
|
2021
Q3 | $938K | Buy |
5,547
+370
| +7% | +$62.6K | 0.1% | 247 |
|
|
2021
Q2 | $910K | Buy |
5,177
+434
| +9% | +$76.3K | 0.1% | 248 |
|
|
2021
Q1 | $875K | Buy |
4,743
+1,328
| +39% | +$245K | 0.11% | 234 |
|
|
2020
Q4 | $619K | Sell |
3,415
-69
| -2% | -$12.5K | 0.1% | 221 |
|
|
2020
Q3 | $428K | Buy |
3,484
+169
| +5% | +$20.8K | 0.08% | 246 |
|
|
2020
Q2 | $396K | Buy |
3,315
+195
| +6% | +$23.3K | 0.09% | 214 |
|
|
2020
Q1 | $319K | Buy |
3,120
+1,071
| +52% | +$110K | 0.09% | 218 |
|
|
2019
Q4 | $298K | Sell |
2,049
-67
| -3% | -$9.74K | 0.07% | 241 |
|
|
2019
Q3 | $274K | Buy |
2,116
+37
| +2% | +$4.79K | 0.08% | 253 |
|
|
2019
Q2 | $301K | Buy |
2,079
+422
| +25% | +$61.1K | 0.08% | 245 |
|
|
2019
Q1 | $227K | Buy |
+1,657
| New | +$227K | 0.07% | 252 |
|