Pure Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59M | Sell |
16,541
-193
| -1% | -$20.4K | 0.02% | 183 |
|
|
2025
Q4 | $1.9M | Buy |
16,734
+1,900
| +13% | +$209K | 0.03% | 168 |
|
|
2025
Q3 | $1.7M | Sell |
14,834
-450
| -3% | -$53K | 0.03% | 167 |
|
|
2025
Q2 | $1.9M | Buy |
15,284
+2,979
| +24% | +$310K | 0.03% | 157 |
|
|
2025
Q1 | $1.21M | Sell |
12,305
-415
| -3% | -$44.6K | 0.03% | 158 |
|
|
2024
Q4 | $1.42M | Buy |
12,720
+1,135
| +10% | +$119K | 0.03% | 144 |
|
|
2024
Q3 | $1.11M | Buy |
11,585
+457
| +4% | +$42K | 0.03% | 149 |
|
|
2024
Q2 | $1.1M | Sell |
11,128
-1,877
| -14% | -$202K | 0.03% | 143 |
|
|
2024
Q1 | $1.59M | Sell |
13,005
-1,199
| -8% | -$125K | 0.05% | 122 |
|
|
2023
Q4 | $1.28M | Buy |
14,204
+2,049
| +17% | +$181K | 0.04% | 127 |
|
|
2023
Q3 | $985K | Sell |
12,155
-200
| -2% | -$17.1K | 0.04% | 132 |
|
|
2023
Q2 | $1.1M | Buy |
12,355
+238
| +2% | +$22.5K | 0.05% | 124 |
|
|
2023
Q1 | $1.21M | Buy |
12,117
+83
| +0.7% | +$8.37K | 0.06% | 113 |
|
|
2022
Q4 | $1.05M | Buy |
12,034
+1,247
| +12% | +$119K | 0.05% | 118 |
|
|
2022
Q3 | $1.02M | Buy |
10,787
+719
| +7% | +$76.9K | 0.06% | 112 |
|
|
2022
Q2 | $950K | Buy |
10,068
+973
| +11% | +$108K | 0.06% | 113 |
|
|
2022
Q1 | $1.25M | Sell |
9,095
-553
| -6% | -$79.9K | 0.06% | 98 |
|
|
2021
Q4 | $1.49M | Buy |
9,648
+3,138
| +48% | +$507K | 0.07% | 87 |
|
|
2021
Q3 | $1.1M | Sell |
6,510
-407
| -6% | -$72.5K | 0.08% | 91 |
|
|
2021
Q2 | $1.22M | Buy |
6,917
+213
| +3% | +$38.3K | 0.1% | 88 |
|
|
2021
Q1 | $1.24M | Sell |
6,704
-585
| -8% | -$108K | 0.12% | 82 |
|
|
2020
Q4 | $1.32M | Buy |
7,289
+362
| +5% | +$52K | 0.16% | 78 |
|
|
2020
Q3 | $859K | Sell |
6,927
-38
| -0.5% | -$4.75K | 0.13% | 82 |
|
|
2020
Q2 | $777K | Buy |
6,965
+646
| +10% | +$71.3K | 0.12% | 78 |
|
|
2020
Q1 | $610K | Buy |
6,319
+1,579
| +33% | +$200K | 0.1% | 84 |
|
|
2019
Q4 | $685K | Buy |
4,740
+452
| +11% | +$63.1K | 0.12% | 83 |
|
|
2019
Q3 | $559K | Sell |
4,288
-387
| -8% | -$53.5K | 0.1% | 87 |
|
|
2019
Q2 | $653K | Buy |
4,675
+985
| +27% | +$131K | 0.12% | 78 |
|
|
2019
Q1 | $410K | Buy |
3,690
+54
| +1% | +$6.04K | 0.08% | 94 |
|
|
2018
Q4 | $399K | Buy |
3,636
+1,635
| +82% | +$186K | 0.08% | 95 |
|
|
2018
Q3 | $234K | Buy |
+2,001
| New | +$223K | 0.05% | 130 |
|
|
2015
Q3 | – | Sell |
-1,856
| Closed | -$212K | – | 66 |
|
|
2015
Q2 | $212K | Buy |
+1,856
| New | +$204K | 0.1% | 64 |
|
Other funds holding DIS
VCM
VPM
Pure Financial Advisors's DIS Position: Q1 2026 in Review
Pure Financial Advisors reduced its Walt Disney (DIS) stake by 1.2% in Q1 2026, selling an estimated $20.4K and leaving 16,541 shares worth $1.59M. The position accounts for 0.02% of the portfolio, ranked #183.
Pure Financial Advisors first reported a position in DIS in Q2 2015 and has held it in 32 quarters since. The position peaked at $1.9M in Q4 2025. 2,996 funds tracked by Wall St. Rank hold DIS as of Q1 2026.
- Pure Financial Advisors held 16,541 shares of Walt Disney worth $1.59M as of Q1 2026.
- Pure Financial Advisors sold 193 Walt Disney shares in Q1 2026, an estimated $20.4K.
- Walt Disney made up 0.02% of Pure Financial Advisors's portfolio in Q1 2026, its #183 holding.
- Pure Financial Advisors first reported a position in Walt Disney in Q2 2015 and has held it in 32 quarters since.
- Pure Financial Advisors's Walt Disney position peaked at $1.9M in Q4 2025.
- 2,996 funds tracked by Wall St. Rank held Walt Disney as of Q1 2026.
Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.