TFA
Toth Financial Advisory’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
63,894
-963
| -1% | -$119K | 0.92% | 36 |
|
|
2025
Q1 | $6.4M | Buy |
64,857
+2,005
| +3% | +$198K | 0.77% | 49 |
|
|
2024
Q4 | $7M | Buy |
62,852
+4,642
| +8% | +$517K | 0.82% | 44 |
|
|
2024
Q3 | $5.6M | Sell |
58,210
-3,123
| -5% | -$300K | 0.66% | 53 |
|
|
2024
Q2 | $6.09M | Buy |
61,333
+2,435
| +4% | +$242K | 0.77% | 45 |
|
|
2024
Q1 | $7.21M | Buy |
58,898
+4,531
| +8% | +$554K | 0.9% | 39 |
|
|
2023
Q4 | $4.91M | Buy |
54,367
+1,532
| +3% | +$138K | 0.67% | 54 |
|
|
2023
Q3 | $4.28M | Sell |
52,835
-1,783
| -3% | -$145K | 0.65% | 55 |
|
|
2023
Q2 | $4.88M | Sell |
54,618
-1,096
| -2% | -$97.9K | 0.71% | 52 |
|
|
2023
Q1 | $5.58M | Buy |
55,714
+261
| +0.5% | +$26.1K | 0.87% | 42 |
|
|
2022
Q4 | $4.82M | Sell |
55,453
-2,268
| -4% | -$197K | 0.78% | 50 |
|
|
2022
Q3 | $5.45M | Buy |
57,721
+2,533
| +5% | +$239K | 0.99% | 38 |
|
|
2022
Q2 | $5.21M | Sell |
55,188
-1,343
| -2% | -$127K | 0.91% | 45 |
|
|
2022
Q1 | $7.75M | Sell |
56,531
-95
| -0.2% | -$13K | 1.16% | 27 |
|
|
2021
Q4 | $8.77M | Sell |
56,626
-148
| -0.3% | -$22.9K | 1.2% | 26 |
|
|
2021
Q3 | $9.6M | Buy |
56,774
+521
| +0.9% | +$88.1K | 1.46% | 15 |
|
|
2021
Q2 | $9.89M | Sell |
56,253
-3,037
| -5% | -$534K | 1.51% | 15 |
|
|
2021
Q1 | $10.9M | Sell |
59,290
-2,409
| -4% | -$445K | 1.75% | 11 |
|
|
2020
Q4 | $11.2M | Sell |
61,699
-2,056
| -3% | -$373K | 1.92% | 10 |
|
|
2020
Q3 | $7.91M | Sell |
63,755
-1,066
| -2% | -$132K | 1.52% | 14 |
|
|
2020
Q2 | $7.23M | Sell |
64,821
-236
| -0.4% | -$26.3K | 1.57% | 15 |
|
|
2020
Q1 | $6.29M | Sell |
65,057
-4,193
| -6% | -$405K | 1.82% | 13 |
|
|
2019
Q4 | $10M | Sell |
69,250
-628
| -0.9% | -$90.8K | 2.03% | 10 |
|
|
2019
Q3 | $9.11M | Sell |
69,878
-1,132
| -2% | -$148K | 1.99% | 11 |
|
|
2019
Q2 | $9.92M | Sell |
71,010
-872
| -1% | -$122K | 2.22% | 8 |
|
|
2019
Q1 | $7.98M | Sell |
71,882
-865
| -1% | -$96K | 1.87% | 12 |
|
|
2018
Q4 | $7.98M | Buy |
72,747
+660
| +0.9% | +$72.4K | 2.18% | 7 |
|
|
2018
Q3 | $8.43M | Sell |
72,087
-386
| -0.5% | -$45.1K | 1.87% | 12 |
|
|
2018
Q2 | $7.6M | Buy |
72,473
+1,871
| +3% | +$196K | 1.78% | 12 |
|
|
2018
Q1 | $7.09M | Buy |
70,602
+739
| +1% | +$74.2K | 1.72% | 13 |
|
|
2017
Q4 | $7.51M | Buy |
69,863
+515
| +0.7% | +$55.4K | 1.78% | 13 |
|
|
2017
Q3 | $6.84M | Sell |
69,348
-532
| -0.8% | -$52.4K | 1.73% | 15 |
|
|
2017
Q2 | $7.43M | Sell |
69,880
-1,305
| -2% | -$139K | 1.94% | 9 |
|
|
2017
Q1 | $8.07M | Sell |
71,185
-212
| -0.3% | -$24K | 2.14% | 7 |
|
|
2016
Q4 | $7.44M | Buy |
71,397
+1,289
| +2% | +$134K | 2.14% | 7 |
|
|
2016
Q3 | $6.51M | Sell |
70,108
-399
| -0.6% | -$37.1K | 1.91% | 12 |
|
|
2016
Q2 | $6.9M | Buy |
70,507
+70
| +0.1% | +$6.85K | 2.1% | 9 |
|
|
2016
Q1 | $7M | Sell |
70,437
-619
| -0.9% | -$61.5K | 2.29% | 9 |
|
|
2015
Q4 | $7.47M | Buy |
71,056
+1,774
| +3% | +$186K | 2.47% | 5 |
|
|
2015
Q3 | $7.08M | Sell |
69,282
-447
| -0.6% | -$45.7K | 2.59% | 5 |
|
|
2015
Q2 | $7.96M | Buy |
69,729
+1,211
| +2% | +$138K | 2.66% | 4 |
|
|
2015
Q1 | $7.19M | Buy |
68,518
+3,934
| +6% | +$413K | 2.41% | 5 |
|
|
2014
Q4 | $6.08M | Buy |
64,584
+4,956
| +8% | +$467K | 2.11% | 12 |
|
|
2014
Q3 | $5.31M | Buy |
59,628
+2,472
| +4% | +$220K | 2% | 14 |
|
|
2014
Q2 | $4.9M | Buy |
57,156
+8,235
| +17% | +$706K | 1.86% | 18 |
|
|
2014
Q1 | $3.92M | Buy |
48,921
+9,708
| +25% | +$777K | 1.59% | 28 |
|
|
2013
Q4 | $3M | Buy |
39,213
+9,391
| +31% | +$718K | 1.27% | 36 |
|
|
2013
Q3 | $1.92M | Buy |
29,822
+16,092
| +117% | +$1.04M | 0.9% | 45 |
|
|
2013
Q2 | $867K | Buy |
+13,730
| New | +$867K | 0.43% | 61 |
|