SFP
Shepherd Financial Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $492K | Buy |
3,971
+190
| +5% | +$23.6K | 0.05% | 159 |
|
|
2025
Q1 | $373K | Buy |
3,781
+345
| +10% | +$34K | 0.04% | 172 |
|
|
2024
Q4 | $383K | Buy |
3,436
+32
| +0.9% | +$3.56K | 0.05% | 160 |
|
|
2024
Q3 | $327K | Sell |
3,404
-3,205
| -48% | -$308K | 0.04% | 171 |
|
|
2024
Q2 | $656K | Buy |
6,609
+2,937
| +80% | +$292K | 0.08% | 124 |
|
|
2024
Q1 | $449K | Sell |
3,672
-218
| -6% | -$26.7K | 0.06% | 158 |
|
|
2023
Q4 | $351K | Sell |
3,890
-776
| -17% | -$70.1K | 0.05% | 168 |
|
|
2023
Q3 | $378K | Sell |
4,666
-7,489
| -62% | -$607K | 0.06% | 149 |
|
|
2023
Q2 | $1.09M | Sell |
12,155
-810
| -6% | -$72.3K | 0.17% | 83 |
|
|
2023
Q1 | $1.3M | Buy |
12,965
+1,656
| +15% | +$166K | 0.22% | 72 |
|
|
2022
Q4 | $982K | Sell |
11,309
-3,053
| -21% | -$265K | 0.18% | 79 |
|
|
2022
Q3 | $1.36M | Buy |
14,362
+118
| +0.8% | +$11.1K | 0.26% | 66 |
|
|
2022
Q2 | $1.35M | Sell |
14,244
-8,969
| -39% | -$847K | 0.26% | 66 |
|
|
2022
Q1 | $3.19M | Buy |
23,213
+1,821
| +9% | +$250K | 0.57% | 30 |
|
|
2021
Q4 | $3.31M | Buy |
21,392
+1,050
| +5% | +$163K | 0.58% | 33 |
|
|
2021
Q3 | $3.45M | Buy |
20,342
+133
| +0.7% | +$22.5K | 0.67% | 26 |
|
|
2021
Q2 | $3.55M | Buy |
20,209
+632
| +3% | +$111K | 0.68% | 27 |
|
|
2021
Q1 | $3.61M | Buy |
19,577
+999
| +5% | +$184K | 0.8% | 20 |
|
|
2020
Q4 | $3.37M | Buy |
18,578
+1,528
| +9% | +$277K | 0.77% | 23 |
|
|
2020
Q3 | $2.12M | Buy |
17,050
+142
| +0.8% | +$17.6K | 0.5% | 33 |
|
|
2020
Q2 | $1.89M | Sell |
16,908
-1,800
| -10% | -$201K | 0.51% | 31 |
|
|
2020
Q1 | $1.8M | Buy |
18,708
+2,914
| +18% | +$281K | 0.62% | 26 |
|
|
2019
Q4 | $2.28M | Buy |
15,794
+6
| +0% | +$867 | 0.53% | 35 |
|
|
2019
Q3 | $2.06M | Sell |
15,788
-1,443
| -8% | -$188K | 0.52% | 34 |
|
|
2019
Q2 | $2.41M | Sell |
17,231
-417
| -2% | -$58.2K | 0.45% | 30 |
|
|
2019
Q1 | $1.96M | Buy |
17,648
+13,569
| +333% | +$1.51M | 0.38% | 38 |
|
|
2018
Q4 | $445K | Buy |
4,079
+77
| +2% | +$8.4K | 0.1% | 91 |
|
|
2018
Q3 | $420K | Hold |
4,002
| – | – | 0.09% | 85 |
|
|
2018
Q2 | $425K | Buy |
4,002
+188
| +5% | +$20K | 0.1% | 85 |
|
|
2018
Q1 | $384K | Buy |
3,814
+868
| +29% | +$87.4K | 0.09% | 83 |
|
|
2017
Q4 | $318K | Buy |
2,946
+88
| +3% | +$9.5K | 0.07% | 95 |
|
|
2017
Q3 | $283K | Hold |
2,858
| – | – | 0.07% | 100 |
|
|
2017
Q2 | $295K | Buy |
2,858
+135
| +5% | +$13.9K | 0.07% | 94 |
|
|
2017
Q1 | $308K | Buy |
2,723
+31
| +1% | +$3.51K | 0.08% | 95 |
|
|
2016
Q4 | $285K | Buy |
+2,692
| New | +$285K | 0.08% | 94 |
|