Sheaff Brock Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.51M | Sell |
25,462
-245
| -1% | -$26.3K | 0.23% | 84 |
|
|
2024
Q4 | $2.86M | Sell |
25,707
-569
| -2% | -$59.8K | 0.25% | 81 |
|
|
2024
Q3 | $2.53M | Sell |
26,276
-190
| -0.7% | -$17.5K | 0.22% | 86 |
|
|
2024
Q2 | $2.63M | Sell |
26,466
-7,544
| -22% | -$812K | 0.24% | 83 |
|
|
2024
Q1 | $4.16M | Buy |
34,010
+2,141
| +7% | +$224K | 0.26% | 65 |
|
|
2023
Q4 | $2.88M | Sell |
31,869
-310
| -1% | -$27.3K | 0.22% | 77 |
|
|
2023
Q3 | $2.61M | Buy |
32,179
+432
| +1% | +$36.9K | 0.24% | 82 |
|
|
2023
Q2 | $2.83M | Buy |
31,747
+193
| +0.6% | +$18.3K | 0.24% | 81 |
|
|
2023
Q1 | $3.16M | Sell |
31,554
-38,351
| -55% | -$3.87M | 0.29% | 74 |
|
|
2022
Q4 | $6.07M | Sell |
69,905
-1,189
| -2% | -$114K | 0.6% | 46 |
|
|
2022
Q3 | $6.71M | Buy |
71,094
+1,096
| +2% | +$117K | 0.72% | 32 |
|
|
2022
Q2 | $6.61M | Sell |
69,998
-4,576
| -6% | -$508K | 0.55% | 32 |
|
|
2022
Q1 | $10.2M | Sell |
74,574
-380
| -0.5% | -$54.9K | 0.71% | 19 |
|
|
2021
Q4 | $11.6M | Sell |
74,954
-2,147
| -3% | -$347K | 0.78% | 16 |
|
|
2021
Q3 | $13M | Buy |
77,101
+1,125
| +1% | +$201K | 0.96% | 9 |
|
|
2021
Q2 | $13.4M | Buy |
75,976
+330
| +0.4% | +$59.3K | 0.96% | 9 |
|
|
2021
Q1 | $14M | Sell |
75,646
-5,308
| -7% | -$979K | 1.1% | 5 |
|
|
2020
Q4 | $14.7M | Sell |
80,954
-1,033
| -1% | -$148K | 1.23% | 4 |
|
|
2020
Q3 | $10.2M | Sell |
81,987
-3,156
| -4% | -$394K | 0.94% | 8 |
|
|
2020
Q2 | $9.49M | Buy |
85,143
+688
| +0.8% | +$76K | 0.94% | 10 |
|
|
2020
Q1 | $8.16M | Buy |
84,455
+2,759
| +3% | +$349K | 1.08% | 12 |
|
|
2019
Q4 | $11.8M | Buy |
81,696
+69
| +0.1% | +$9.63K | 1.15% | 9 |
|
|
2019
Q3 | $10.6M | Buy |
81,627
+288
| +0.4% | +$39.8K | 1.15% | 11 |
|
|
2019
Q2 | $11.4M | Sell |
81,339
-7,420
| -8% | -$984K | 1.22% | 10 |
|
|
2019
Q1 | $9.86M | Buy |
88,759
+4,048
| +5% | +$452K | 1.2% | 12 |
|
|
2018
Q4 | $9.29M | Sell |
84,711
-1,691
| -2% | -$192K | 1.46% | 13 |
|
|
2018
Q3 | $10.1M | Buy |
86,402
+704
| +0.8% | +$78.4K | 0.95% | 15 |
|
|
2018
Q2 | $8.98M | Sell |
85,698
-1,319
| -2% | -$135K | 0.88% | 15 |
|
|
2018
Q1 | $8.74M | Sell |
87,017
-1,273
| -1% | -$135K | 0.9% | 17 |
|
|
2017
Q4 | $9.49M | Sell |
88,290
-11,395
| -11% | -$1.17M | 1.23% | 14 |
|
|
2017
Q3 | $9.83M | Buy |
99,685
+7,196
| +8% | +$740K | 1.29% | 11 |
|
|
2017
Q2 | $9.83M | Sell |
92,489
-10,656
| -10% | -$1.17M | 1.29% | 8 |
|
|
2017
Q1 | $11.7M | Buy |
103,145
+6,014
| +6% | +$662K | 1.52% | 4 |
|
|
2016
Q4 | $10.1M | Sell |
97,131
-5,983
| -6% | -$583K | 1.28% | 8 |
|
|
2016
Q3 | $9.57M | Buy |
103,114
+1,506
| +1% | +$144K | 1.28% | 10 |
|
|
2016
Q2 | $9.94M | Sell |
101,608
-7,288
| -7% | -$729K | 1.26% | 9 |
|
|
2016
Q1 | $10.8M | Buy |
108,896
+1,112
| +1% | +$107K | 1.33% | 9 |
|
|
2015
Q4 | $11.3M | Buy |
+107,784
| New | +$12M | 1.28% | 9 |
|
Other funds holding DIS
Sheaff Brock Investment Advisors's DIS Position: Q1 2025 in Review
Sheaff Brock Investment Advisors reduced its Walt Disney (DIS) stake by 0.95% in Q1 2025, selling an estimated $26.3K and leaving 25,462 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #84.
Sheaff Brock Investment Advisors first reported a position in DIS in Q4 2015 and has held it in 38 quarters since. The position peaked at $14.7M in Q4 2020. 3,067 funds tracked by Wall St. Rank hold DIS as of Q1 2025.
- Sheaff Brock Investment Advisors held 25,462 shares of Walt Disney worth $2.51M as of Q1 2025.
- Sheaff Brock Investment Advisors sold 245 Walt Disney shares in Q1 2025, an estimated $26.3K.
- Walt Disney made up 0.23% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #84 holding.
- Sheaff Brock Investment Advisors first reported a position in Walt Disney in Q4 2015 and has held it in 38 quarters since.
- Sheaff Brock Investment Advisors's Walt Disney position peaked at $14.7M in Q4 2020.
- 3,067 funds tracked by Wall St. Rank held Walt Disney as of Q1 2025.
Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.