Alesco 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $422K | Buy |
|
|||||
|
2025
Q2 | $447K | Sell |
|
|||||
|
2025
Q1 | $357K | Buy |
|
|||||
|
2024
Q4 | $403K | Sell |
|
|||||
|
2024
Q3 | $367K | Sell |
|
|||||
|
2024
Q2 | $394K | Buy |
|
|||||
|
2024
Q1 | $477K | Buy |
|
|||||
|
2023
Q4 | $295K | Buy |
|
|||||
|
2023
Q3 | $263K | Sell |
|
|||||
|
2023
Q2 | $297K | Sell |
|
|||||
|
2023
Q1 | $364K | Buy |
|
|||||
|
2022
Q4 | $314K | Sell |
|
|||||
|
2022
Q3 | $343K | Buy |
|
|||||
|
2022
Q2 | $214K | Buy |
|
|||||
|
2022
Q1 | $302K | Sell |
|
|||||
|
2021
Q4 | $343K | Hold |
|
|||||
|
2021
Q3 | $375K | Hold |
|
|||||
|
2021
Q2 | $389K | Hold |
|
|||||
|
2021
Q1 | $409K | Buy |
|
|||||
|
2020
Q4 | $399K | Buy |
|
|||||
|
2020
Q3 | $264K | Hold |
|
|||||
|
2020
Q2 | $237K | Hold |
|
|||||
|
2020
Q1 | $205K | Sell |
|
|||||
|
2019
Q4 | $348K | Hold |
|
|||||
|
2019
Q3 | $314K | Buy |
|
|||||
|
2019
Q2 | $336K | Hold |
|
|||||
|
2019
Q1 | $267K | Buy |
|
|||||
|
2018
Q4 | $237K | Hold |
|
|||||
|
2018
Q3 | $252K | Buy |
|
|||||
|
2018
Q2 | $226K | Hold |
|
|||||
|
2018
Q1 | $216K | Sell |
|
|||||
|
2017
Q4 | $234K | Hold |
|
|||||
|
2017
Q3 | $215K | Buy |
|
|||||
|
2017
Q2 | $231K | Hold |
|
|||||
|
2017
Q1 | $247K | Buy |
|
|||||
|
2016
Q4 | $227K | Hold |
|
|||||
|
2016
Q3 | $202K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $202K | Buy |
|