YIA
YHB Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
29,862
-99
| -0.3% | -$12.3K | 0.29% | 86 |
|
|
2025
Q1 | $2.96M | Sell |
29,961
-665
| -2% | -$65.6K | 0.25% | 93 |
|
|
2024
Q4 | $3.41M | Buy |
30,626
+370
| +1% | +$41.2K | 0.28% | 85 |
|
|
2024
Q3 | $2.91M | Sell |
30,256
-1,543
| -5% | -$148K | 0.24% | 97 |
|
|
2024
Q2 | $3.16M | Sell |
31,799
-1,862
| -6% | -$185K | 0.27% | 89 |
|
|
2024
Q1 | $4.12M | Sell |
33,661
-2,684
| -7% | -$328K | 0.37% | 75 |
|
|
2023
Q4 | $3.28M | Sell |
36,345
-762
| -2% | -$68.8K | 0.32% | 80 |
|
|
2023
Q3 | $3.01M | Sell |
37,107
-8,521
| -19% | -$691K | 0.28% | 92 |
|
|
2023
Q2 | $4.07M | Sell |
45,628
-44,555
| -49% | -$3.98M | 0.38% | 72 |
|
|
2023
Q1 | $9.03M | Sell |
90,183
-15,755
| -15% | -$1.58M | 0.91% | 27 |
|
|
2022
Q4 | $9.2M | Sell |
105,938
-3,636
| -3% | -$316K | 0.98% | 26 |
|
|
2022
Q3 | $10.3M | Sell |
109,574
-885
| -0.8% | -$83.5K | 1.15% | 21 |
|
|
2022
Q2 | $10.4M | Sell |
110,459
-7,263
| -6% | -$686K | 1.1% | 19 |
|
|
2022
Q1 | $16.1M | Sell |
117,722
-2,572
| -2% | -$353K | 1.43% | 13 |
|
|
2021
Q4 | $18.6M | Buy |
120,294
+1,829
| +2% | +$283K | 1.48% | 12 |
|
|
2021
Q3 | $20M | Buy |
118,465
+660
| +0.6% | +$112K | 1.73% | 12 |
|
|
2021
Q2 | $20.7M | Buy |
117,805
+2,639
| +2% | +$464K | 1.76% | 11 |
|
|
2021
Q1 | $21.6M | Sell |
115,166
-4,404
| -4% | -$825K | 1.87% | 10 |
|
|
2020
Q4 | $21.7M | Sell |
119,570
-90
| -0.1% | -$16.3K | 2.06% | 7 |
|
|
2020
Q3 | $14.8M | Buy |
119,660
+6,538
| +6% | +$811K | 1.61% | 12 |
|
|
2020
Q2 | $12.6M | Buy |
113,122
+2,329
| +2% | +$260K | 1.82% | 15 |
|
|
2020
Q1 | $10.7M | Buy |
110,793
+13,266
| +14% | +$1.28M | 1.85% | 14 |
|
|
2019
Q4 | $14.1M | Buy |
97,527
+2,190
| +2% | +$317K | 2.01% | 13 |
|
|
2019
Q3 | $12.4M | Buy |
95,337
+3,248
| +4% | +$423K | 1.9% | 14 |
|
|
2019
Q2 | $12.9M | Sell |
92,089
-1,544
| -2% | -$216K | 2.04% | 10 |
|
|
2019
Q1 | $10.4M | Buy |
93,633
+1,895
| +2% | +$210K | 1.63% | 15 |
|
|
2018
Q4 | $10.1M | Buy |
91,738
+9,509
| +12% | +$1.04M | 1.8% | 14 |
|
|
2018
Q3 | $9.62M | Buy |
82,229
+354
| +0.4% | +$41.4K | 1.45% | 17 |
|
|
2018
Q2 | $8.58M | Buy |
81,875
+308
| +0.4% | +$32.3K | 1.4% | 19 |
|
|
2018
Q1 | $8.19M | Buy |
81,567
+699
| +0.9% | +$70.2K | 1.39% | 18 |
|
|
2017
Q4 | $8.69M | Buy |
80,868
+576
| +0.7% | +$61.9K | 1.48% | 18 |
|
|
2017
Q3 | $7.91M | Sell |
80,292
-8,352
| -9% | -$823K | 1.42% | 21 |
|
|
2017
Q2 | $9.42M | Buy |
88,644
+9,424
| +12% | +$1M | 1.62% | 16 |
|
|
2017
Q1 | $9.16M | Sell |
79,220
-555
| -0.7% | -$64.2K | 1.76% | 14 |
|
|
2016
Q4 | $8.31M | Buy |
79,775
+2,932
| +4% | +$306K | 1.73% | 14 |
|
|
2016
Q3 | $7.14M | Sell |
76,843
-6,161
| -7% | -$572K | 1.72% | 16 |
|
|
2016
Q2 | $8.12M | Buy |
83,004
+3,694
| +5% | +$361K | 1.79% | 15 |
|
|
2016
Q1 | $7.88M | Sell |
79,310
-3,060
| -4% | -$304K | 2.13% | 10 |
|
|
2015
Q4 | $8.66M | Sell |
82,370
-1,709
| -2% | -$180K | 1.96% | 13 |
|
|
2015
Q3 | $8.59M | Buy |
84,079
+1,364
| +2% | +$139K | 2.03% | 13 |
|
|
2015
Q2 | $9.44M | Buy |
82,715
+3,452
| +4% | +$394K | 2.06% | 11 |
|
|
2015
Q1 | $8.31M | Sell |
79,263
-792
| -1% | -$83.1K | 1.87% | 13 |
|
|
2014
Q4 | $7.54M | Buy |
80,055
+826
| +1% | +$77.8K | 1.73% | 14 |
|
|
2014
Q3 | $7.05M | Sell |
79,229
-2,603
| -3% | -$232K | 1.69% | 15 |
|
|
2014
Q2 | $7.02M | Buy |
81,832
+400
| +0.5% | +$34.3K | 1.69% | 15 |
|
|
2014
Q1 | $6.52M | Buy |
81,432
+3,507
| +5% | +$281K | 1.66% | 14 |
|
|
2013
Q4 | $5.95M | Sell |
77,925
-443
| -0.6% | -$33.8K | 1.6% | 15 |
|
|
2013
Q3 | $5.05M | Sell |
78,368
-3,360
| -4% | -$217K | 1.5% | 18 |
|
|
2013
Q2 | $5.16M | Buy |
+81,728
| New | +$5.16M | 1.61% | 14 |
|