1834 Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,692
| Closed | -$270K | – | 236 |
|
|
2023
Q1 | $270K | Buy |
+2,692
| New | +$271K | 0.03% | 211 |
|
|
2022
Q3 | – | Sell |
-2,458
| Closed | -$232K | – | 261 |
|
|
2022
Q2 | $232K | Buy |
2,458
+1,107
| +82% | +$123K | 0.03% | 179 |
|
|
2022
Q1 | $185K | Sell |
1,351
-685
| -34% | -$99K | 0.02% | 198 |
|
|
2021
Q4 | $315K | Buy |
2,036
+285
| +16% | +$46K | 0.04% | 157 |
|
|
2021
Q3 | $296K | Sell |
1,751
-81
| -4% | -$14.4K | 0.04% | 156 |
|
|
2021
Q2 | $322K | Buy |
1,832
+52
| +3% | +$9.35K | 0.04% | 157 |
|
|
2021
Q1 | $328K | Sell |
1,780
-31,335
| -95% | -$5.78M | 0.04% | 156 |
|
|
2020
Q4 | $6M | Sell |
33,115
-27,814
| -46% | -$3.99M | 0.8% | 47 |
|
|
2020
Q3 | $7.56M | Sell |
60,929
-2,057
| -3% | -$257K | 1.1% | 33 |
|
|
2020
Q2 | $7.02M | Buy |
62,986
+5,295
| +9% | +$585K | 1.11% | 33 |
|
|
2020
Q1 | $5.57M | Buy |
57,691
+3,382
| +6% | +$428K | 1.06% | 29 |
|
|
2019
Q4 | $7.86M | Sell |
54,309
-8,210
| -13% | -$1.15M | 1.2% | 30 |
|
|
2019
Q3 | $8.15M | Sell |
62,519
-132
| -0.2% | -$18.3K | 1.18% | 29 |
|
|
2019
Q2 | $8.75M | Sell |
62,651
-1,178
| -2% | -$156K | 1.32% | 24 |
|
|
2019
Q1 | $7.09M | Sell |
63,829
-926
| -1% | -$103K | 1.08% | 31 |
|
|
2018
Q4 | $7.1M | Buy |
64,755
+17,984
| +38% | +$2.04M | 1.19% | 28 |
|
|
2018
Q3 | $5.47M | Buy |
46,771
+45,971
| +5,746% | +$5.12M | 0.8% | 52 |
|
|
2018
Q2 | $84K | Hold |
800
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $80K | Hold |
800
| – | – | 0.01% | 237 |
|
|
2017
Q4 | $86K | Buy |
+800
| New | +$82.4K | 0.01% | 252 |
|
|
2017
Q2 | – | Sell |
-3,878
| Closed | -$440K | – | 178 |
|
|
2017
Q1 | $440K | Hold |
3,878
| – | – | 0.08% | 135 |
|
|
2016
Q4 | $404K | Sell |
3,878
-10
| -0.3% | -$975 | 0.08% | 131 |
|
|
2016
Q3 | $361K | Sell |
3,888
-15,071
| -79% | -$1.44M | 0.08% | 132 |
|
|
2016
Q2 | $1.85M | Sell |
18,959
-32,744
| -63% | -$3.27M | 0.4% | 66 |
|
|
2016
Q1 | $5.13M | Buy |
51,703
+10,171
| +24% | +$982K | 1.17% | 31 |
|
|
2015
Q4 | $4.36M | Buy |
41,532
+644
| +2% | +$71.8K | 1.03% | 33 |
|
|
2015
Q3 | $4.18M | Buy |
40,888
+35,584
| +671% | +$3.87M | 1.04% | 32 |
|
|
2015
Q2 | $605K | Sell |
5,304
-474
| -8% | -$52.1K | 0.17% | 103 |
|
|
2015
Q1 | $606K | Buy |
5,778
+310
| +6% | +$31.3K | 0.16% | 106 |
|
|
2014
Q4 | $515K | Buy |
5,468
+300
| +6% | +$27K | 0.14% | 106 |
|
|
2014
Q3 | $460K | Buy |
5,168
+1,137
| +28% | +$100K | 0.13% | 110 |
|
|
2014
Q2 | $346K | Sell |
4,031
-68
| -2% | -$5.55K | 0.09% | 130 |
|
|
2014
Q1 | $328K | Hold |
4,099
| – | – | 0.1% | 123 |
|
|
2013
Q4 | $313K | Sell |
4,099
-120
| -3% | -$8.31K | 0.09% | 132 |
|
|
2013
Q3 | $272K | Hold |
4,219
| – | – | 0.09% | 131 |
|
|
2013
Q2 | $266K | Buy |
+4,219
| New | +$267K | 0.09% | 133 |
|
Other funds holding DIS
1834 Investment Advisors's DIS Position: Q2 2023 in Review
1834 Investment Advisors sold out of Walt Disney (DIS) in Q2 2023, closing a stake of 2,692 shares — an estimated $270K sold.
1834 Investment Advisors first reported a position in DIS in Q2 2013 and held it in 36 quarters. The position peaked at $8.75M in Q2 2019. 2,958 funds tracked by Wall St. Rank hold DIS as of Q2 2023.
- 1834 Investment Advisors reported no remaining Walt Disney position as of Q2 2023 after selling out during the quarter.
- 1834 Investment Advisors sold 2,692 Walt Disney shares in Q2 2023, an estimated $270K.
- 1834 Investment Advisors first reported a position in Walt Disney in Q2 2013 and held it in 36 quarters.
- 1834 Investment Advisors's Walt Disney position peaked at $8.75M in Q2 2019.
- 2,958 funds tracked by Wall St. Rank held Walt Disney as of Q2 2023.
Based on 1834 Investment Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.