Allworth Financial’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
Q2 | $34.6M | Buy |
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|
2025
Q1 | $22.5M | Buy |
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|
2024
Q4 | $24.9M | Buy |
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|
2024
Q3 | $20.1M | Sell |
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|
2024
Q2 | $21.5M | Buy |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.12M | Sell |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $3.73M | Sell |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $4.64M | Sell |
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|
2022
Q1 | $7.74M | Buy |
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|
2021
Q4 | $4.1M | Buy |
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|
2021
Q3 | $4.09M | Buy |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $3.33M | Buy |
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|
2020
Q4 | $2.12M | Buy |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.67M | Buy |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.18M | Buy |
|
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|
2019
Q2 | $1.26M | Buy |
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|
2019
Q1 | $940K | Sell |
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|
2018
Q4 | $942K | Buy |
|
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|
2018
Q3 | $960K | Buy |
|
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|
2018
Q2 | $812K | Buy |
|
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|
2018
Q1 | $696K | Buy |
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|
2017
Q4 | $733K | Sell |
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|
2017
Q3 | $700K | Sell |
|
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|
2017
Q2 | $765K | Sell |
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|
2017
Q1 | $825K | Buy |
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|
2016
Q4 | $744K | Buy |
|
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|
2016
Q3 | $652K | Sell |
|
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|
2016
Q2 | $689K | Buy |
|
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|
2016
Q1 | $596K | Buy |
|
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|
2015
Q4 | $628K | Buy |
|
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|
2015
Q3 | $609K | Buy |
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|
2015
Q2 | $664K | Buy |
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|
2015
Q1 | $559K | Buy |
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|
2014
Q4 | $496K | Buy |
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|
2014
Q3 | $437K | Buy |
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|
2014
Q2 | $400K | Buy |
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|
2014
Q1 | $355K | Buy |
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|
2013
Q4 | $338K | Sell |
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|
2013
Q3 | $321K | Buy |
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|
2013
Q2 | $307K | Buy |
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