RDFA
Ritter Daniher Financial Advisory’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.2K | Buy |
743
+300
| +68% | +$37.2K | 0.02% | 130 |
|
|
2025
Q1 | $43.7K | Sell |
443
-4
| -0.9% | -$395 | 0.01% | 171 |
|
|
2024
Q4 | $49.8K | Hold |
447
| – | – | 0.01% | 159 |
|
|
2024
Q3 | $43K | Buy |
447
+1
| +0.2% | +$96 | 0.01% | 170 |
|
|
2024
Q2 | $44.3K | Sell |
446
-502
| -53% | -$49.9K | 0.01% | 160 |
|
|
2024
Q1 | $116K | Hold |
948
| – | – | 0.04% | 106 |
|
|
2023
Q4 | $85.6K | Hold |
948
| – | – | 0.03% | 117 |
|
|
2023
Q3 | $76.8K | Sell |
948
-50
| -5% | -$4.05K | 0.03% | 119 |
|
|
2023
Q2 | $89.1K | Sell |
998
-1,100
| -52% | -$98.2K | 0.04% | 109 |
|
|
2023
Q1 | $210K | Hold |
2,098
| – | – | 0.09% | 65 |
|
|
2022
Q4 | $182K | Sell |
2,098
-394
| -16% | -$34.2K | 0.09% | 73 |
|
|
2022
Q3 | $235K | Buy |
2,492
+90
| +4% | +$8.49K | 0.17% | 60 |
|
|
2022
Q2 | $227K | Buy |
2,402
+261
| +12% | +$24.7K | 0.16% | 59 |
|
|
2022
Q1 | $294K | Buy |
2,141
+600
| +39% | +$82.4K | 0.2% | 49 |
|
|
2021
Q4 | $239K | Buy |
1,541
+49
| +3% | +$7.6K | 0.16% | 53 |
|
|
2021
Q3 | $252K | Hold |
1,492
| – | – | 0.18% | 49 |
|
|
2021
Q2 | $262K | Buy |
1,492
+202
| +16% | +$35.5K | 0.2% | 47 |
|
|
2021
Q1 | $238K | Buy |
1,290
+250
| +24% | +$46.1K | 0.19% | 45 |
|
|
2020
Q4 | $188K | Buy |
+1,040
| New | +$188K | 0.16% | 52 |
|