VFA
Valeo Financial Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
106,183
+5,258
| +5% | +$465K | 0.23% | 51 |
|
|
2025
Q1 | $6.97M | Buy |
100,925
+134
| +0.1% | +$9.25K | 0.19% | 58 |
|
|
2024
Q4 | $7.84M | Sell |
100,791
-1,338
| -1% | -$104K | 0.22% | 52 |
|
|
2024
Q3 | $6.91M | Sell |
102,129
-4,062
| -4% | -$275K | 0.2% | 61 |
|
|
2024
Q2 | $7.53M | Sell |
106,191
-1,374
| -1% | -$97.5K | 0.24% | 53 |
|
|
2024
Q1 | $8.79M | Sell |
107,565
-8,789
| -8% | -$719K | 0.32% | 41 |
|
|
2023
Q4 | $7.77M | Buy |
116,354
+2,225
| +2% | +$149K | 0.31% | 41 |
|
|
2023
Q3 | $6.8M | Sell |
114,129
-1,726
| -1% | -$103K | 0.31% | 45 |
|
|
2023
Q2 | $7.64M | Sell |
115,855
-1,388
| -1% | -$91.5K | 0.35% | 39 |
|
|
2023
Q1 | $8.7M | Buy |
117,243
+2,271
| +2% | +$169K | 0.42% | 28 |
|
|
2022
Q4 | $7.36M | Buy |
114,972
+1,859
| +2% | +$119K | 0.4% | 34 |
|
|
2022
Q3 | $7.81M | Buy |
113,113
+4,364
| +4% | +$301K | 0.5% | 29 |
|
|
2022
Q2 | $7.41M | Sell |
108,749
-2,106
| -2% | -$143K | 0.46% | 33 |
|
|
2022
Q1 | $10.4M | Buy |
110,855
+16,316
| +17% | +$1.53M | 0.53% | 28 |
|
|
2021
Q4 | $9.93M | Buy |
94,539
+2,755
| +3% | +$289K | 0.54% | 29 |
|
|
2021
Q3 | $10.4M | Buy |
91,784
+4,065
| +5% | +$460K | 0.59% | 26 |
|
|
2021
Q2 | $10.1M | Sell |
87,719
-1,105
| -1% | -$127K | 0.61% | 26 |
|
|
2021
Q1 | $10.8M | Sell |
88,824
-84,555
| -49% | -$10.3M | 0.5% | 25 |
|
|
2020
Q4 | $11M | Buy |
173,379
+115,790
| +201% | +$7.34M | 0.56% | 24 |
|
|
2020
Q3 | $7.15M | Sell |
57,589
-3,352
| -6% | -$416K | 0.62% | 22 |
|
|
2020
Q2 | $6.8M | Sell |
60,941
-1,680
| -3% | -$187K | 0.62% | 26 |
|
|
2020
Q1 | $6.54M | Buy |
62,621
+5,207
| +9% | +$543K | 0.69% | 23 |
|
|
2019
Q4 | $8.3M | Sell |
57,414
-1,197
| -2% | -$173K | 0.81% | 17 |
|
|
2019
Q3 | $7.64M | Buy |
58,611
+712
| +1% | +$92.8K | 0.84% | 17 |
|
|
2019
Q2 | $8.09M | Buy |
57,899
+600
| +1% | +$83.8K | 0.93% | 17 |
|
|
2019
Q1 | $6.36M | Buy |
57,299
+2,636
| +5% | +$293K | 0.77% | 20 |
|
|
2018
Q4 | $5.99M | Buy |
54,663
+2,600
| +5% | +$285K | 0.84% | 19 |
|
|
2018
Q3 | $5.98M | Buy |
52,063
+1,035
| +2% | +$119K | 0.81% | 20 |
|
|
2018
Q2 | $5.72M | Buy |
51,028
+4,080
| +9% | +$458K | 0.8% | 21 |
|
|
2018
Q1 | $4.72M | Buy |
46,948
+139
| +0.3% | +$14K | 0.76% | 22 |
|
|
2017
Q4 | $5.03M | Buy |
46,809
+13,332
| +40% | +$1.43M | 0.83% | 22 |
|
|
2017
Q3 | $3.3M | Buy |
+33,477
| New | +$3.3M | 0.75% | 26 |
|