RFA
Reilly Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.84M | Sell |
24,811
-138
| -0.6% | -$21.4K | 0.29% | 66 |
|
|
2021
Q3 | $4.22M | Buy |
24,949
+1,156
| +5% | +$196K | 0.36% | 58 |
|
|
2021
Q2 | $4.18M | Buy |
23,793
+1,457
| +7% | +$256K | 0.34% | 62 |
|
|
2021
Q1 | $4.12M | Sell |
22,336
-2,844
| -11% | -$525K | 0.36% | 59 |
|
|
2020
Q4 | $4.56M | Sell |
25,180
-298
| -1% | -$54K | 0.43% | 57 |
|
|
2020
Q3 | $3.16M | Sell |
25,478
-65
| -0.3% | -$8.06K | 0.34% | 61 |
|
|
2020
Q2 | $2.85M | Sell |
25,543
-49,324
| -66% | -$5.5M | 0.34% | 62 |
|
|
2020
Q1 | $7.23M | Buy |
74,867
+51,050
| +214% | +$4.93M | 1.05% | 44 |
|
|
2019
Q4 | $3.45M | Buy |
23,817
+22
| +0.1% | +$3.18K | 0.39% | 58 |
|
|
2019
Q3 | $3.1M | Sell |
23,795
-1,166
| -5% | -$152K | 0.38% | 58 |
|
|
2019
Q2 | $3.49M | Sell |
24,961
-1,505
| -6% | -$210K | 0.44% | 57 |
|
|
2019
Q1 | $2.94M | Sell |
26,466
-700
| -3% | -$77.7K | 0.38% | 59 |
|
|
2018
Q4 | $2.98M | Buy |
27,166
+1,622
| +6% | +$178K | 0.43% | 55 |
|
|
2018
Q3 | $2.99M | Sell |
25,544
-155
| -0.6% | -$18.1K | 0.4% | 52 |
|
|
2018
Q2 | $2.69M | Sell |
25,699
-84
| -0.3% | -$8.81K | 0.38% | 53 |
|
|
2018
Q1 | $2.59M | Buy |
25,783
+398
| +2% | +$40K | 0.36% | 54 |
|
|
2017
Q4 | $2.73M | Buy |
25,385
+1,104
| +5% | +$119K | 0.39% | 53 |
|
|
2017
Q3 | $2.39M | Sell |
24,281
-73
| -0.3% | -$7.19K | 0.36% | 50 |
|
|
2017
Q2 | $2.59M | Buy |
24,354
+1,058
| +5% | +$112K | 0.4% | 52 |
|
|
2017
Q1 | $2.64M | Buy |
23,296
+1,395
| +6% | +$158K | 0.43% | 50 |
|
|
2016
Q4 | $2.28M | Sell |
21,901
-81
| -0.4% | -$8.44K | 0.39% | 51 |
|
|
2016
Q3 | $2.04M | Buy |
21,982
+1,162
| +6% | +$108K | 0.36% | 51 |
|
|
2016
Q2 | $2.04M | Buy |
20,820
+1,273
| +7% | +$125K | 0.37% | 52 |
|
|
2016
Q1 | $1.94M | Buy |
19,547
+1,307
| +7% | +$130K | 0.33% | 42 |
|
|
2015
Q4 | $1.92M | Sell |
18,240
-748
| -4% | -$78.6K | 0.34% | 42 |
|
|
2015
Q3 | $1.94M | Buy |
18,988
+2,967
| +19% | +$303K | 0.35% | 56 |
|
|
2015
Q2 | $1.83M | Buy |
16,021
+1,136
| +8% | +$130K | 0.32% | 54 |
|
|
2015
Q1 | $1.56M | Buy |
14,885
+3,027
| +26% | +$317K | 0.28% | 58 |
|
|
2014
Q4 | $1.12M | Buy |
11,858
+6,824
| +136% | +$643K | 0.27% | 50 |
|
|
2014
Q3 | $448K | Sell |
5,034
-471
| -9% | -$41.9K | 0.11% | 72 |
|
|
2014
Q2 | $476K | Buy |
5,505
+1,420
| +35% | +$123K | 0.11% | 70 |
|
|
2014
Q1 | $327K | Buy |
4,085
+277
| +7% | +$22.2K | 0.08% | 88 |
|
|
2013
Q4 | $291K | Buy |
3,808
+499
| +15% | +$38.1K | 0.07% | 93 |
|
|
2013
Q3 | $215K | Sell |
3,309
-1,006
| -23% | -$65.4K | 0.06% | 99 |
|
|
2013
Q2 | $273K | Buy |
+4,315
| New | +$273K | 0.08% | 85 |
|