WF
WoodTrust Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
100,071
+3,913
| +4% | +$485K | 1.58% | 19 |
|
|
2025
Q1 | $9.49M | Buy |
96,158
+6,047
| +7% | +$597K | 1.33% | 25 |
|
|
2024
Q4 | $10M | Sell |
90,111
-2,150
| -2% | -$239K | 1.41% | 23 |
|
|
2024
Q3 | $8.88M | Buy |
92,261
+8,947
| +11% | +$861K | 1.26% | 24 |
|
|
2024
Q2 | $8.27M | Buy |
83,314
+4,479
| +6% | +$445K | 1.29% | 24 |
|
|
2024
Q1 | $9.65K | Buy |
78,835
+14,337
| +22% | +$1.75K | 1.53% | 20 |
|
|
2023
Q4 | $5.82M | Sell |
64,498
-2,435
| -4% | -$220K | 0.99% | 31 |
|
|
2023
Q3 | $5.43M | Sell |
66,933
-1,461
| -2% | -$118K | 1.04% | 32 |
|
|
2023
Q2 | $6.11M | Buy |
68,394
+3,311
| +5% | +$296K | 1.13% | 30 |
|
|
2023
Q1 | $6.52M | Buy |
65,083
+13,344
| +26% | +$1.34M | 1.26% | 29 |
|
|
2022
Q4 | $4.5M | Sell |
51,739
-12,745
| -20% | -$1.11M | 0.93% | 37 |
|
|
2022
Q3 | $6.08M | Buy |
64,484
+3,741
| +6% | +$353K | 1.37% | 24 |
|
|
2022
Q2 | $5.73M | Buy |
60,743
+11,944
| +24% | +$1.13M | 1.29% | 26 |
|
|
2022
Q1 | $6.69M | Buy |
48,799
+5,210
| +12% | +$715K | 1.36% | 26 |
|
|
2021
Q4 | $6.75M | Buy |
43,589
+2,261
| +5% | +$350K | 1.4% | 24 |
|
|
2021
Q3 | $6.99M | Buy |
41,328
+2,758
| +7% | +$467K | 1.64% | 23 |
|
|
2021
Q2 | $6.78M | Buy |
38,570
+1,179
| +3% | +$207K | 1.79% | 20 |
|
|
2021
Q1 | $6.9M | Buy |
37,391
+58
| +0.2% | +$10.7K | 2.03% | 16 |
|
|
2020
Q4 | $6.76M | Buy |
37,333
+3,346
| +10% | +$606K | 2.11% | 14 |
|
|
2020
Q3 | $4.22M | Buy |
33,987
+589
| +2% | +$73.1K | 1.53% | 25 |
|
|
2020
Q2 | $3.72M | Buy |
33,398
+3,455
| +12% | +$385K | 1.49% | 25 |
|
|
2020
Q1 | $2.89M | Buy |
29,943
+1,596
| +6% | +$154K | 1.36% | 29 |
|
|
2019
Q4 | $4.1M | Sell |
28,347
-1,113
| -4% | -$161K | 1.62% | 25 |
|
|
2019
Q3 | $3.84M | Buy |
29,460
+549
| +2% | +$71.5K | 1.65% | 25 |
|
|
2019
Q2 | $4.04M | Buy |
28,911
+682
| +2% | +$95.2K | 1.82% | 22 |
|
|
2019
Q1 | $3.13M | Buy |
28,229
+424
| +2% | +$47.1K | 1.5% | 25 |
|
|
2018
Q4 | $3.05M | Buy |
27,805
+61
| +0.2% | +$6.69K | 1.72% | 25 |
|
|
2018
Q3 | $3.24M | Buy |
27,744
+735
| +3% | +$85.9K | 1.57% | 23 |
|
|
2018
Q2 | $2.83M | Buy |
27,009
+1,683
| +7% | +$176K | 1.49% | 24 |
|
|
2018
Q1 | $2.54M | Buy |
25,326
+750
| +3% | +$75.3K | 1.36% | 25 |
|
|
2017
Q4 | $2.64M | Buy |
+24,576
| New | +$2.64M | 1.4% | 26 |
|