Plotkin Financial Advisors’s Walt Disney DIS Stock Holding History

Plotkin Financial Advisors’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,073	Closed	-$208K	–	81
2023 Q1	$208K	Buy	+2,073	New	+$209K	0.19%	68
2022 Q2	–	Sell	-1,873	Closed	-$257K	–	71
2022 Q1	$257K	Buy	1,873 +43	+2%	+$6.22K	0.18%	67
2021 Q4	$284K	Buy	1,830 +29	+2%	+$4.68K	0.18%	67
2021 Q3	$305K	Buy	1,801 +81	+5%	+$14.4K	0.18%	72
2021 Q2	$302K	Buy	1,720 +622	+57%	+$112K	0.17%	74
2021 Q1	$203K	Buy	+1,098	New	+$202K	0.12%	79
2020 Q3	–	Sell	-1,946	Closed	-$217K	–	64
2020 Q2	$217K	Buy	+1,946	New	+$215K	0.18%	56
2020 Q1	–	Sell	-1,419	Closed	-$205K	–	56
2019 Q4	$205K	Buy	+1,419	New	+$198K	0.19%	63

Other funds holding DIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Plotkin Financial Advisors's DIS Position: Q2 2023 in Review

Plotkin Financial Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,073 shares — an estimated $208K sold.

Plotkin Financial Advisors first reported a position in DIS in Q4 2019 and held it in 8 quarters. The position peaked at $305K in Q3 2021. 2,957 funds tracked by Wall St. Rank hold DIS as of Q2 2023.

Plotkin Financial Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
Plotkin Financial Advisors sold 2,073 Walt Disney shares in Q2 2023, an estimated $208K.
Plotkin Financial Advisors first reported a position in Walt Disney in Q4 2019 and held it in 8 quarters.
Plotkin Financial Advisors's Walt Disney position peaked at $305K in Q3 2021.
2,957 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.

Based on Plotkin Financial Advisors's 13F filing for Q2 2023, filed 15 Nov 2024.