Security National Bank’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 | $71.4K | Hold |
576
| – | – | 0.01% | 195 |
|
|
2025
Q1 | $56.9K | Buy |
576
+1
| +0.2% | +$99 | 0.01% | 208 |
|
|
2024
Q4 | $64K | Buy |
575
+175
| +44% | +$19.5K | 0.01% | 193 |
|
|
2024
Q3 | $38.5K | Hold |
400
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $39.7K | Hold |
400
| – | – | 0.01% | 208 |
|
|
2024
Q1 | $48.9K | Sell |
400
-145
| -27% | -$17.7K | 0.01% | 195 |
|
|
2023
Q4 | $49.2K | Buy |
+545
| New | +$49.2K | 0.01% | 196 |
|
|
2022
Q2 | – | Sell |
-52,716
| Closed | -$7.23M | – | 100 |
|
|
2022
Q1 | $7.23M | Buy |
52,716
+3,142
| +6% | +$431K | 1.65% | 26 |
|
|
2021
Q4 | $7.68M | Buy |
49,574
+749
| +2% | +$116K | 1.74% | 22 |
|
|
2021
Q3 | $8.26M | Buy |
48,825
+2,545
| +5% | +$431K | 2.07% | 14 |
|
|
2021
Q2 | $8.14M | Buy |
46,280
+961
| +2% | +$169K | 2.14% | 14 |
|
|
2021
Q1 | $8.36M | Buy |
45,319
+1,037
| +2% | +$191K | 2.46% | 9 |
|
|
2020
Q4 | $8.02M | Sell |
44,282
-806
| -2% | -$146K | 2.55% | 14 |
|
|
2020
Q3 | $5.6M | Buy |
45,088
+3,396
| +8% | +$421K | 1.95% | 25 |
|
|
2020
Q2 | $4.65M | Buy |
41,692
+6,880
| +20% | +$767K | 1.92% | 24 |
|
|
2020
Q1 | $3.36M | Buy |
34,812
+6,306
| +22% | +$609K | 1.77% | 25 |
|
|
2019
Q4 | $4.12M | Buy |
28,506
+2,907
| +11% | +$420K | 1.84% | 23 |
|
|
2019
Q3 | $3.34M | Buy |
25,599
+21,419
| +512% | +$2.79M | 1.57% | 25 |
|
|
2019
Q2 | $584K | Sell |
4,180
-350
| -8% | -$48.9K | 0.29% | 51 |
|
|
2019
Q1 | $503K | Buy |
4,530
+200
| +5% | +$22.2K | 0.26% | 51 |
|
|
2018
Q4 | $475K | Buy |
4,330
+205
| +5% | +$22.5K | 0.3% | 52 |
|
|
2018
Q3 | $482K | Hold |
4,125
| – | – | 0.27% | 52 |
|
|
2018
Q2 | $432K | Sell |
4,125
-52
| -1% | -$5.45K | 0.27% | 51 |
|
|
2018
Q1 | $419K | Hold |
4,177
| – | – | 0.28% | 52 |
|
|
2017
Q4 | $449K | Sell |
4,177
-64
| -2% | -$6.88K | 0.29% | 50 |
|
|
2017
Q3 | $418K | Sell |
4,241
-136
| -3% | -$13.4K | 0.29% | 51 |
|
|
2017
Q2 | $465K | Hold |
4,377
| – | – | 0.34% | 51 |
|
|
2017
Q1 | $497K | Buy |
+4,377
| New | +$497K | 0.37% | 51 |
|