XF
XML Financial’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
15,311
-204
| -1% | -$25.3K | 0.16% | 121 |
|
|
2025
Q1 | $1.53M | Buy |
15,515
+976
| +7% | +$96.3K | 0.14% | 130 |
|
|
2024
Q4 | $1.62M | Buy |
14,539
+1,005
| +7% | +$112K | 0.15% | 129 |
|
|
2024
Q3 | $1.3M | Buy |
13,534
+2,379
| +21% | +$229K | 0.12% | 148 |
|
|
2024
Q2 | $1.11M | Buy |
11,155
+225
| +2% | +$22.3K | 0.11% | 154 |
|
|
2024
Q1 | $1.34M | Buy |
10,930
+520
| +5% | +$63.6K | 0.14% | 140 |
|
|
2023
Q4 | $940K | Sell |
10,410
-120
| -1% | -$10.8K | 0.1% | 163 |
|
|
2023
Q3 | $853K | Buy |
10,530
+239
| +2% | +$19.4K | 0.1% | 167 |
|
|
2023
Q2 | $919K | Buy |
10,291
+275
| +3% | +$24.6K | 0.11% | 165 |
|
|
2023
Q1 | $1M | Sell |
10,016
-376
| -4% | -$37.6K | 0.12% | 150 |
|
|
2022
Q4 | $903K | Sell |
10,392
-5,930
| -36% | -$515K | 0.11% | 156 |
|
|
2022
Q3 | $1.54M | Buy |
16,322
+8,262
| +103% | +$780K | 0.21% | 107 |
|
|
2022
Q2 | $761K | Sell |
8,060
-11,886
| -60% | -$1.12M | 0.17% | 106 |
|
|
2022
Q1 | $2.74M | Buy |
19,946
+737
| +4% | +$101K | 0.33% | 86 |
|
|
2021
Q4 | $2.98M | Buy |
19,209
+510
| +3% | +$79K | 0.36% | 82 |
|
|
2021
Q3 | $3.16M | Buy |
18,699
+12,822
| +218% | +$2.17M | 0.42% | 70 |
|
|
2021
Q2 | $1.03M | Sell |
5,877
-1,326
| -18% | -$233K | 0.23% | 83 |
|
|
2021
Q1 | $1.33M | Buy |
7,203
+548
| +8% | +$101K | 0.32% | 66 |
|
|
2020
Q4 | $1.21M | Buy |
6,655
+975
| +17% | +$177K | 0.31% | 69 |
|
|
2020
Q3 | $705K | Sell |
5,680
-360
| -6% | -$44.7K | 0.22% | 91 |
|
|
2020
Q2 | $674K | Buy |
6,040
+1,061
| +21% | +$118K | 0.23% | 85 |
|
|
2020
Q1 | $481K | Buy |
4,979
+577
| +13% | +$55.7K | 0.21% | 94 |
|
|
2019
Q4 | $637K | Buy |
+4,402
| New | +$637K | 0.23% | 84 |
|