Sequoia Financial Advisors’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 | $13.5M | Buy |
108,867
+4,701
| +5% | +$583K | 0.09% | 162 |
|
|
2025
Q1 | $10.3M | Sell |
104,166
-7,227
| -6% | -$713K | 0.08% | 182 |
|
|
2024
Q4 | $12.4M | Buy |
111,393
+1,696
| +2% | +$189K | 0.12% | 150 |
|
|
2024
Q3 | $10.6M | Buy |
109,697
+53,796
| +96% | +$5.17M | 0.11% | 147 |
|
|
2024
Q2 | $5.55M | Buy |
55,901
+3,208
| +6% | +$319K | 0.07% | 181 |
|
|
2024
Q1 | $6.45M | Sell |
52,693
-7,557
| -13% | -$925K | 0.08% | 175 |
|
|
2023
Q4 | $5.44M | Buy |
60,250
+25,681
| +74% | +$2.32M | 0.07% | 207 |
|
|
2023
Q3 | $2.8M | Sell |
34,569
-1,751
| -5% | -$142K | 0.05% | 196 |
|
|
2023
Q2 | $3.24M | Buy |
36,320
+2,635
| +8% | +$235K | 0.06% | 190 |
|
|
2023
Q1 | $3.37M | Buy |
33,685
+176
| +0.5% | +$17.6K | 0.08% | 166 |
|
|
2022
Q4 | $2.91M | Sell |
33,509
-50,395
| -60% | -$4.38M | 0.07% | 166 |
|
|
2022
Q3 | $7.92M | Sell |
83,904
-2,341
| -3% | -$221K | 0.25% | 79 |
|
|
2022
Q2 | $8.14M | Buy |
86,245
+2,631
| +3% | +$248K | 0.23% | 81 |
|
|
2022
Q1 | $11.5M | Buy |
83,614
+48,763
| +140% | +$6.69M | 0.29% | 70 |
|
|
2021
Q4 | $5.4M | Buy |
34,851
+16,167
| +87% | +$2.5M | 0.15% | 109 |
|
|
2021
Q3 | $3.16M | Sell |
18,684
-42,081
| -69% | -$7.12M | 0.32% | 52 |
|
|
2021
Q2 | $10.7M | Buy |
60,765
+35,420
| +140% | +$6.23M | 0.39% | 44 |
|
|
2021
Q1 | $4.68M | Buy |
25,345
+2,323
| +10% | +$429K | 0.2% | 82 |
|
|
2020
Q4 | $4.17M | Buy |
23,022
+1,673
| +8% | +$303K | 0.19% | 75 |
|
|
2020
Q3 | $2.65M | Sell |
21,349
-1,244
| -6% | -$154K | 0.14% | 88 |
|
|
2020
Q2 | $2.52M | Buy |
22,593
+1,784
| +9% | +$199K | 0.15% | 80 |
|
|
2020
Q1 | $2.01M | Buy |
20,809
+2,217
| +12% | +$214K | 0.15% | 77 |
|
|
2019
Q4 | $2.69M | Buy |
18,592
+2,092
| +13% | +$303K | 0.17% | 76 |
|
|
2019
Q3 | $2.15M | Sell |
16,500
-433
| -3% | -$56.4K | 0.16% | 82 |
|
|
2019
Q2 | $2.37M | Buy |
16,933
+1,850
| +12% | +$258K | 0.18% | 76 |
|
|
2019
Q1 | $1.68M | Buy |
15,083
+2,309
| +18% | +$256K | 0.14% | 92 |
|
|
2018
Q4 | $1.4M | Buy |
12,774
+649
| +5% | +$71.2K | 0.16% | 83 |
|
|
2018
Q3 | $1.42M | Buy |
12,125
+117
| +1% | +$13.7K | 0.14% | 95 |
|
|
2018
Q2 | $1.26M | Buy |
12,008
+165
| +1% | +$17.3K | 0.13% | 95 |
|
|
2018
Q1 | $1.19M | Sell |
11,843
-1,520
| -11% | -$153K | 0.13% | 103 |
|
|
2017
Q4 | $1.44M | Buy |
13,363
+1,691
| +14% | +$182K | 0.15% | 94 |
|
|
2017
Q3 | $1.15M | Sell |
11,672
-393
| -3% | -$38.8K | 0.14% | 99 |
|
|
2017
Q2 | $1.28M | Buy |
12,065
+947
| +9% | +$101K | 0.16% | 95 |
|
|
2017
Q1 | $1.26M | Buy |
11,118
+53
| +0.5% | +$6.01K | 0.16% | 94 |
|
|
2016
Q4 | $1.15M | Buy |
11,065
+519
| +5% | +$54.1K | 0.16% | 92 |
|
|
2016
Q3 | $979K | Buy |
10,546
+804
| +8% | +$74.6K | 0.18% | 83 |
|
|
2016
Q2 | $953K | Buy |
9,742
+4,963
| +104% | +$486K | 0.27% | 76 |
|
|
2016
Q1 | $475K | Buy |
4,779
+1,442
| +43% | +$143K | 0.15% | 98 |
|
|
2015
Q4 | $351K | Buy |
3,337
+174
| +6% | +$18.3K | 0.14% | 113 |
|
|
2015
Q3 | $323K | Buy |
3,163
+376
| +13% | +$38.4K | 0.14% | 114 |
|
|
2015
Q2 | $318K | Buy |
2,787
+10
| +0.4% | +$1.14K | 0.13% | 130 |
|
|
2015
Q1 | $291K | Buy |
2,777
+326
| +13% | +$34.2K | 0.13% | 133 |
|
|
2014
Q4 | $231K | Sell |
2,451
-529
| -18% | -$49.9K | 0.16% | 134 |
|
|
2014
Q3 | $265K | Sell |
2,980
-226
| -7% | -$20.1K | 0.18% | 123 |
|
|
2014
Q2 | $275K | Buy |
3,206
+47
| +1% | +$4.03K | 0.21% | 110 |
|
|
2014
Q1 | $253K | Buy |
3,159
+78
| +3% | +$6.25K | 0.21% | 121 |
|
|
2013
Q4 | $235K | Buy |
+3,081
| New | +$235K | 0.19% | 119 |
|