Roble Belko & Company’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 | $26K | Sell |
209
-550
| -72% | -$68.4K | ﹤0.01% | 220 |
|
2025
Q1 | $75K | Hold |
759
| – | – | 0.01% | 148 |
|
2024
Q4 | $85K | Sell |
759
-9
| -1% | -$1.01K | 0.01% | 145 |
|
2024
Q3 | $74K | Buy |
768
+2
| +0.3% | +$193 | 0.01% | 150 |
|
2024
Q2 | $76K | Buy |
766
+9
| +1% | +$893 | 0.01% | 149 |
|
2024
Q1 | $93K | Sell |
757
-550
| -42% | -$67.6K | 0.02% | 148 |
|
2023
Q4 | $118K | Buy |
1,307
+1,200
| +1,121% | +$108K | 0.02% | 117 |
|
2023
Q3 | $9K | Hold |
107
| – | – | ﹤0.01% | 217 |
|
2023
Q2 | $10K | Hold |
107
| – | – | ﹤0.01% | 214 |
|
2023
Q1 | $11K | Buy |
107
+1
| +0.9% | +$103 | ﹤0.01% | 221 |
|
2022
Q4 | $9K | Hold |
106
| – | – | ﹤0.01% | 257 |
|
2022
Q3 | $10K | Hold |
106
| – | – | ﹤0.01% | 244 |
|
2022
Q2 | $10K | Sell |
106
-100
| -49% | -$9.43K | ﹤0.01% | 243 |
|
2022
Q1 | $28K | Buy |
206
+101
| +96% | +$13.7K | 0.01% | 195 |
|
2021
Q4 | $16K | Hold |
105
| – | – | ﹤0.01% | 234 |
|
2021
Q3 | $18K | Hold |
105
| – | – | ﹤0.01% | 212 |
|
2021
Q2 | $18K | Hold |
105
| – | – | ﹤0.01% | 223 |
|
2021
Q1 | $19K | Hold |
105
| – | – | ﹤0.01% | 211 |
|
2020
Q4 | $19K | Buy |
105
+1
| +1% | +$181 | 0.01% | 194 |
|
2020
Q3 | $13K | Sell |
104
-296
| -74% | -$37K | ﹤0.01% | 218 |
|
2020
Q2 | $45K | Buy |
400
+300
| +300% | +$33.8K | 0.01% | 149 |
|
2020
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 242 |
|
2019
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 241 |
|
2019
Q2 | $14K | Sell |
100
-14
| -12% | -$1.96K | ﹤0.01% | 233 |
|
2019
Q1 | $13K | Hold |
114
| – | – | ﹤0.01% | 201 |
|
2018
Q4 | $13K | Hold |
114
| – | – | 0.01% | 177 |
|
2018
Q3 | $13K | Hold |
114
| – | – | ﹤0.01% | 196 |
|
2018
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 206 |
|
2018
Q1 | $11K | Sell |
114
-100
| -47% | -$9.65K | ﹤0.01% | 218 |
|
2017
Q4 | $23K | Hold |
214
| – | – | 0.01% | 159 |
|
2017
Q3 | $21K | Hold |
214
| – | – | 0.01% | 135 |
|
2017
Q2 | $23K | Hold |
214
| – | – | 0.01% | 133 |
|
2017
Q1 | $24K | Sell |
214
-300
| -58% | -$33.6K | 0.01% | 125 |
|
2016
Q4 | $54K | Buy |
514
+278
| +118% | +$29.2K | 0.03% | 95 |
|
2016
Q3 | $22K | Buy |
236
+22
| +10% | +$2.05K | 0.01% | 165 |
|
2016
Q2 | $21K | Hold |
214
| – | – | 0.01% | 152 |
|
2016
Q1 | $21K | Hold |
214
| – | – | 0.01% | 136 |
|
2015
Q4 | $22K | Buy |
214
+100
| +88% | +$10.3K | 0.01% | 122 |
|
2015
Q3 | $12K | Hold |
114
| – | – | 0.01% | 134 |
|
2015
Q2 | $13K | Hold |
114
| – | – | 0.01% | 145 |
|
2015
Q1 | $12K | Buy |
+114
| New | +$12K | 0.01% | 152 |
|