SBIA
Sheaff Brock Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.51M | Sell |
25,462
-245
| -1% | -$24.2K | 0.23% | 84 |
|
|
2024
Q4 | $2.86M | Sell |
25,707
-569
| -2% | -$63.4K | 0.25% | 81 |
|
|
2024
Q3 | $2.53M | Sell |
26,276
-190
| -0.7% | -$18.3K | 0.22% | 86 |
|
|
2024
Q2 | $2.63M | Sell |
26,466
-7,544
| -22% | -$749K | 0.24% | 83 |
|
|
2024
Q1 | $4.16M | Buy |
34,010
+2,141
| +7% | +$262K | 0.26% | 64 |
|
|
2023
Q4 | $2.88M | Sell |
31,869
-310
| -1% | -$28K | 0.22% | 76 |
|
|
2023
Q3 | $2.61M | Buy |
32,179
+432
| +1% | +$35K | 0.24% | 81 |
|
|
2023
Q2 | $2.83M | Buy |
31,747
+193
| +0.6% | +$17.2K | 0.24% | 80 |
|
|
2023
Q1 | $3.16M | Sell |
31,554
-38,351
| -55% | -$3.84M | 0.29% | 73 |
|
|
2022
Q4 | $6.07M | Sell |
69,905
-1,189
| -2% | -$103K | 0.6% | 45 |
|
|
2022
Q3 | $6.71M | Buy |
71,094
+1,096
| +2% | +$103K | 0.72% | 31 |
|
|
2022
Q2 | $6.61M | Sell |
69,998
-4,576
| -6% | -$432K | 0.55% | 31 |
|
|
2022
Q1 | $10.2M | Sell |
74,574
-380
| -0.5% | -$52.1K | 0.71% | 18 |
|
|
2021
Q4 | $11.6M | Sell |
74,954
-2,147
| -3% | -$333K | 0.78% | 15 |
|
|
2021
Q3 | $13M | Buy |
77,101
+1,125
| +1% | +$190K | 0.96% | 8 |
|
|
2021
Q2 | $13.4M | Buy |
75,976
+330
| +0.4% | +$58K | 0.96% | 8 |
|
|
2021
Q1 | $14M | Sell |
75,646
-5,308
| -7% | -$979K | 1.1% | 4 |
|
|
2020
Q4 | $14.7M | Sell |
80,954
-1,033
| -1% | -$187K | 1.23% | 3 |
|
|
2020
Q3 | $10.2M | Sell |
81,987
-3,156
| -4% | -$392K | 0.94% | 7 |
|
|
2020
Q2 | $9.49M | Buy |
85,143
+688
| +0.8% | +$76.7K | 0.94% | 9 |
|
|
2020
Q1 | $8.16M | Buy |
84,455
+2,759
| +3% | +$267K | 1.08% | 11 |
|
|
2019
Q4 | $11.8M | Buy |
81,696
+69
| +0.1% | +$9.98K | 1.15% | 8 |
|
|
2019
Q3 | $10.6M | Buy |
81,627
+288
| +0.4% | +$37.5K | 1.15% | 10 |
|
|
2019
Q2 | $11.4M | Sell |
81,339
-7,420
| -8% | -$1.04M | 1.22% | 9 |
|
|
2019
Q1 | $9.86M | Buy |
88,759
+4,048
| +5% | +$449K | 1.2% | 11 |
|
|
2018
Q4 | $9.29M | Sell |
84,711
-1,691
| -2% | -$185K | 1.46% | 13 |
|
|
2018
Q3 | $10.1M | Buy |
86,402
+704
| +0.8% | +$82.3K | 0.95% | 13 |
|
|
2018
Q2 | $8.98M | Sell |
85,698
-1,319
| -2% | -$138K | 0.88% | 14 |
|
|
2018
Q1 | $8.74M | Sell |
87,017
-1,273
| -1% | -$128K | 0.9% | 16 |
|
|
2017
Q4 | $9.49M | Sell |
88,290
-11,395
| -11% | -$1.23M | 1.23% | 14 |
|
|
2017
Q3 | $9.83M | Buy |
99,685
+7,196
| +8% | +$709K | 1.29% | 11 |
|
|
2017
Q2 | $9.83M | Sell |
92,489
-10,656
| -10% | -$1.13M | 1.29% | 8 |
|
|
2017
Q1 | $11.7M | Buy |
103,145
+6,014
| +6% | +$682K | 1.52% | 4 |
|
|
2016
Q4 | $10.1M | Sell |
97,131
-5,983
| -6% | -$624K | 1.28% | 8 |
|
|
2016
Q3 | $9.58M | Buy |
103,114
+1,506
| +1% | +$140K | 1.28% | 10 |
|
|
2016
Q2 | $9.94M | Sell |
101,608
-7,288
| -7% | -$713K | 1.26% | 9 |
|
|
2016
Q1 | $10.8M | Buy |
108,896
+1,112
| +1% | +$110K | 1.33% | 9 |
|
|
2015
Q4 | $11.3M | Buy |
+107,784
| New | +$11.3M | 1.28% | 9 |
|