Allen Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+1,653
| New | +$205K | ﹤0.01% | 196 |
|
|
2024
Q4 | – | Sell |
-34,912
| Closed | -$3.36M | – | 210 |
|
|
2024
Q3 | $3.36M | Hold |
34,912
| – | – | 0.04% | 99 |
|
|
2024
Q2 | $3.47M | Buy |
34,912
+63
| +0.2% | +$6.26K | 0.04% | 101 |
|
|
2024
Q1 | $4.26M | Hold |
34,849
| – | – | 0.05% | 88 |
|
|
2023
Q4 | $3.15M | Sell |
34,849
-1,785
| -5% | -$161K | 0.04% | 95 |
|
|
2023
Q3 | $2.97M | Hold |
36,634
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $3.27M | Sell |
36,634
-107
| -0.3% | -$9.55K | 0.05% | 89 |
|
|
2023
Q1 | $3.68M | Buy |
36,741
+107
| +0.3% | +$10.7K | 0.06% | 81 |
|
|
2022
Q4 | $3.18M | Buy |
36,634
+134
| +0.4% | +$11.6K | 0.05% | 83 |
|
|
2022
Q3 | $3.44M | Sell |
36,500
-25
| -0.1% | -$2.36K | 0.06% | 84 |
|
|
2022
Q2 | $3.45M | Buy |
36,525
+25
| +0.1% | +$2.36K | 0.06% | 84 |
|
|
2022
Q1 | $5.01M | Hold |
36,500
| – | – | 0.07% | 80 |
|
|
2021
Q4 | $5.65M | Buy |
36,500
+29,370
| +412% | +$4.55M | 0.07% | 82 |
|
|
2021
Q3 | $1.21M | Buy |
7,130
+2,905
| +69% | +$491K | 0.02% | 111 |
|
|
2021
Q2 | $743K | Hold |
4,225
| – | – | 0.01% | 119 |
|
|
2021
Q1 | $780K | Hold |
4,225
| – | – | 0.01% | 121 |
|
|
2020
Q4 | $765K | Buy |
4,225
+169
| +4% | +$30.6K | 0.01% | 119 |
|
|
2020
Q3 | $503K | Buy |
+4,056
| New | +$503K | 0.01% | 128 |
|