Univest Financial’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 | $941K | Sell |
7,585
-598
| -7% | -$74.2K | 0.06% | 153 |
|
|
2025
Q1 | $808K | Sell |
8,183
-2,416
| -23% | -$238K | 0.05% | 167 |
|
|
2024
Q4 | $1.18M | Sell |
10,599
-1,491
| -12% | -$166K | 0.07% | 147 |
|
|
2024
Q3 | $1.16M | Buy |
12,090
+8,866
| +275% | +$853K | 0.08% | 141 |
|
|
2024
Q2 | $320K | Sell |
3,224
-150
| -4% | -$14.9K | 0.09% | 97 |
|
|
2024
Q1 | $413K | Sell |
3,374
-1
| -0% | -$122 | 0.12% | 70 |
|
|
2023
Q4 | $305K | Sell |
3,375
-118
| -3% | -$10.7K | 0.09% | 90 |
|
|
2023
Q3 | $283K | Sell |
3,493
-35,816
| -91% | -$2.9M | 0.09% | 81 |
|
|
2023
Q2 | $3.51M | Buy |
39,309
+1,993
| +5% | +$178K | 1.06% | 40 |
|
|
2023
Q1 | $3.74M | Buy |
37,316
+12,038
| +48% | +$1.21M | 1.17% | 36 |
|
|
2022
Q4 | $2.2M | Sell |
25,278
-4,209
| -14% | -$366K | 0.69% | 49 |
|
|
2022
Q3 | $2.78M | Sell |
29,487
-4,045
| -12% | -$381K | 0.91% | 37 |
|
|
2022
Q2 | $3.17M | Buy |
33,532
+1,437
| +4% | +$136K | 1.03% | 39 |
|
|
2022
Q1 | $4.4M | Buy |
32,095
+6,173
| +24% | +$847K | 1.24% | 33 |
|
|
2021
Q4 | $4.02M | Buy |
25,922
+385
| +2% | +$59.6K | 1.02% | 36 |
|
|
2021
Q3 | $4.32M | Buy |
25,537
+915
| +4% | +$155K | 1.21% | 35 |
|
|
2021
Q2 | $4.33M | Sell |
24,622
-1,946
| -7% | -$342K | 1.19% | 38 |
|
|
2021
Q1 | $4.9M | Sell |
26,568
-13,440
| -34% | -$2.48M | 1.38% | 26 |
|
|
2020
Q4 | $7.25M | Sell |
40,008
-2,328
| -5% | -$422K | 2.1% | 8 |
|
|
2020
Q3 | $5.25M | Sell |
42,336
-1,621
| -4% | -$201K | 1.66% | 19 |
|
|
2020
Q2 | $4.9M | Buy |
43,957
+9,231
| +27% | +$1.03M | 1.62% | 19 |
|
|
2020
Q1 | $3.36M | Sell |
34,726
-5,568
| -14% | -$538K | 1.33% | 29 |
|
|
2019
Q4 | $4.2M | Buy |
40,294
+4,689
| +13% | +$489K | 1.78% | 6 |
|
|
2019
Q3 | $4.64M | Sell |
35,605
-309
| -0.9% | -$40.3K | 1.49% | 24 |
|
|
2019
Q2 | $5.02M | Sell |
35,914
-489
| -1% | -$68.3K | 1.59% | 14 |
|
|
2019
Q1 | $4.04M | Sell |
36,403
-1,092
| -3% | -$121K | 1.32% | 31 |
|
|
2018
Q4 | $4.11M | Sell |
37,495
-8,825
| -19% | -$968K | 1.51% | 19 |
|
|
2018
Q3 | $5.42M | Sell |
46,320
-3,796
| -8% | -$444K | 1.65% | 10 |
|
|
2018
Q2 | $5.25M | Sell |
50,116
-1,766
| -3% | -$185K | 2.1% | 9 |
|
|
2018
Q1 | $5.21M | Sell |
51,882
-531
| -1% | -$53.3K | 2.25% | 12 |
|
|
2017
Q4 | $5.64M | Sell |
52,413
-170
| -0.3% | -$18.3K | 2.27% | 7 |
|
|
2017
Q3 | $5.18M | Buy |
52,583
+8,755
| +20% | +$863K | 2.19% | 7 |
|
|
2017
Q2 | $4.66M | Buy |
43,828
+41
| +0.1% | +$4.36K | 1.96% | 7 |
|
|
2017
Q1 | $4.97M | Buy |
43,787
+3,493
| +9% | +$396K | 2.17% | 4 |
|
|
2016
Q4 | $4.2M | Buy |
40,294
+736
| +2% | +$76.7K | 1.78% | 6 |
|
|
2016
Q3 | $3.67M | Buy |
39,558
+864
| +2% | +$80.2K | 1.66% | 20 |
|
|
2016
Q2 | $3.79M | Sell |
38,694
-2,084
| -5% | -$204K | 1.73% | 13 |
|
|
2016
Q1 | $4.05M | Sell |
40,778
-714
| -2% | -$70.9K | 1.84% | 9 |
|
|
2015
Q4 | $4.36M | Buy |
41,492
+22
| +0.1% | +$2.31K | 1.99% | 7 |
|
|
2015
Q3 | $4.24M | Buy |
41,470
+919
| +2% | +$93.9K | 2.07% | 4 |
|
|
2015
Q2 | $4.63M | Sell |
40,551
-2,515
| -6% | -$287K | 2.13% | 4 |
|
|
2015
Q1 | $4.52M | Sell |
43,066
-4,783
| -10% | -$502K | 2.03% | 4 |
|
|
2014
Q4 | $4.51M | Buy |
47,849
+1,798
| +4% | +$169K | 1.97% | 6 |
|
|
2014
Q3 | $4.1M | Sell |
46,051
-3,069
| -6% | -$273K | 1.92% | 7 |
|
|
2014
Q2 | $4.21M | Buy |
49,120
+162
| +0.3% | +$13.9K | 1.98% | 4 |
|
|
2014
Q1 | $3.92M | Sell |
48,958
-4,441
| -8% | -$356K | 1.96% | 5 |
|
|
2013
Q4 | $4.08M | Buy |
53,399
+2,092
| +4% | +$160K | 2.01% | 7 |
|
|
2013
Q3 | $3.31M | Buy |
51,307
+405
| +0.8% | +$26.1K | 1.76% | 16 |
|
|
2013
Q2 | $3.21M | Buy |
+50,902
| New | +$3.21M | 1.76% | 15 |
|