Transamerica 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 | $2.36K | Buy |
19
+18
| +1,800% | +$2.23K | ﹤0.01% | 381 |
|
|
2025
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 446 |
|
|
2024
Q4 | $1K | Sell |
1
-3
| -75% | -$3K | ﹤0.01% | 437 |
|
|
2024
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 445 |
|
|
2024
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 422 |
|
|
2024
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 422 |
|
|
2023
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 449 |
|
|
2023
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $1K | Sell |
4
-165
| -98% | -$41.3K | ﹤0.01% | 463 |
|
|
2022
Q3 | $16K | Buy |
169
+113
| +202% | +$10.7K | ﹤0.01% | 299 |
|
|
2022
Q2 | $6K | Buy |
+56
| New | +$6K | ﹤0.01% | 328 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$1K | – | 235 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 353 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$1K | – | 124 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | 0.01% | 91 |
|
|
2019
Q3 | – | Sell |
-13,030
| Closed | -$1.82M | – | 181 |
|
|
2019
Q2 | $1.82M | Buy |
+13,030
| New | +$1.82M | 0.39% | 62 |
|
|
2019
Q1 | – | Sell |
-1,565
| Closed | -$172K | – | 170 |
|
|
2018
Q4 | $172K | Sell |
1,565
-450
| -22% | -$49.5K | 0.04% | 158 |
|
|
2018
Q3 | $236K | Sell |
2,015
-121
| -6% | -$14.2K | 0.05% | 172 |
|
|
2018
Q2 | $224K | Sell |
2,136
-39,984
| -95% | -$4.19M | 0.05% | 180 |
|
|
2018
Q1 | $4.23M | Buy |
42,120
+10,038
| +31% | +$1.01M | 0.62% | 56 |
|
|
2017
Q4 | $3.45M | Sell |
32,082
-546
| -2% | -$58.7K | 0.46% | 72 |
|
|
2017
Q3 | $3.22M | Sell |
32,628
-924
| -3% | -$91.1K | 0.4% | 78 |
|
|
2017
Q2 | $3.57M | Buy |
33,552
+1,528
| +5% | +$162K | 0.48% | 66 |
|
|
2017
Q1 | $3.63M | Sell |
32,024
-171
| -0.5% | -$19.4K | 0.44% | 68 |
|
|
2016
Q4 | $3.36M | Buy |
32,195
+170
| +0.5% | +$17.7K | 0.4% | 76 |
|
|
2016
Q3 | $2.97M | Buy |
32,025
+2,950
| +10% | +$274K | 0.32% | 91 |
|
|
2016
Q2 | $2.85M | Sell |
29,075
-12,566
| -30% | -$1.23M | 0.29% | 89 |
|
|
2016
Q1 | $4.14M | Sell |
41,641
-3,025
| -7% | -$300K | 0.35% | 73 |
|
|
2015
Q4 | $4.69M | Buy |
44,666
+4,761
| +12% | +$500K | 0.34% | 57 |
|
|
2015
Q3 | $4.08M | Sell |
39,905
-3,851
| -9% | -$394K | 0.33% | 55 |
|
|
2015
Q2 | $5M | Buy |
43,756
+8,351
| +24% | +$953K | 0.36% | 49 |
|
|
2015
Q1 | $3.71M | Buy |
35,405
+8,794
| +33% | +$922K | 0.26% | 67 |
|
|
2014
Q4 | $2.51M | Buy |
26,611
+1,649
| +7% | +$155K | 0.2% | 73 |
|
|
2014
Q3 | $2.22M | Buy |
24,962
+22,247
| +819% | +$1.98M | 0.2% | 71 |
|
|
2014
Q2 | $233K | Sell |
2,715
-39
| -1% | -$3.35K | 0.02% | 263 |
|
|
2014
Q1 | $221K | Buy |
2,754
+226
| +9% | +$18.1K | 0.02% | 249 |
|
|
2013
Q4 | $194K | Buy |
2,528
+303
| +14% | +$23.3K | 0.02% | 248 |
|
|
2013
Q3 | $144K | Sell |
2,225
-689
| -24% | -$44.6K | 0.02% | 255 |
|
|
2013
Q2 | $185K | Buy |
+2,914
| New | +$185K | 0.03% | 212 |
|