American Investment Services’s Walt Disney DIS Stock Holding History

American Investment Services’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,448	Closed	-$1.43M	–	141
2025 Q1	$1.43M	Hold	14,448	–	–	0.25%	72
2024 Q4	$1.61M	Buy	14,448 +200	+1%	+$22.3K	0.28%	64
2024 Q3	$1.37M	Hold	14,248	–	–	0.23%	70
2024 Q2	$1.41M	Hold	14,248	–	–	0.25%	70
2024 Q1	$1.74M	Hold	14,248	–	–	0.31%	62
2023 Q4	$1.29M	Sell	14,248 -84	-0.6%	-$7.58K	0.24%	71
2023 Q3	$1.16M	Sell	14,332 -4,807	-25%	-$390K	0.25%	67
2023 Q2	$1.71M	Sell	19,139 -15,532	-45%	-$1.39M	0.35%	58
2023 Q1	$3.01M	Hold	34,671	–	–	0.62%	37
2022 Q4	$3.01M	Hold	34,671	–	–	0.62%	37
2022 Q3	$3.27M	Buy	34,671 +20,261	+141%	+$1.91M	0.78%	31
2022 Q2	$1.36M	Sell	14,410 -9	-0.1%	-$849	0.31%	51
2022 Q1	$1.98M	Buy	14,419 +9	+0.1%	+$1.23K	0.43%	45
2021 Q4	$2.23M	Hold	14,410	–	–	0.49%	44
2021 Q3	$2.44M	Sell	14,410 -1	-0%	-$169	0.55%	41
2021 Q2	$2.53M	Buy	14,411 +49	+0.3%	+$8.61K	0.58%	40
2021 Q1	$2.65M	Buy	14,362 +12	+0.1%	+$2.21K	0.72%	33
2020 Q4	$2.6M	Hold	14,350	–	–	0.79%	29
2020 Q3	$1.78M	Buy	14,350 +12,125	+545%	+$1.5M	0.6%	33
2020 Q2	$248K	Hold	2,225	–	–	0.09%	124
2020 Q1	$215K	Buy	2,225 +71	+3%	+$6.86K	0.08%	129
2019 Q4	$312K	Buy	2,154 +24	+1%	+$3.48K	0.09%	121
2019 Q3	$278K	Hold	2,130	–	–	0.09%	116
2019 Q2	$297K	Hold	2,130	–	–	0.09%	113
2019 Q1	$237K	Hold	2,130	–	–	0.08%	119
2018 Q4	$234K	Hold	2,130	–	–	0.08%	109
2018 Q3	$249K	Hold	2,130	–	–	0.08%	103
2018 Q2	$223K	Sell	2,130 -72	-3%	-$7.54K	0.08%	107
2018 Q1	$221K	Sell	2,202 -12,075	-85%	-$1.21M	0.08%	107
2017 Q4	$1.54M	Hold	14,277	–	–	0.56%	25
2017 Q3	$1.41M	Hold	14,277	–	–	0.54%	27
2017 Q2	$1.52M	Hold	14,277	–	–	0.6%	25
2017 Q1	$1.62M	Sell	14,277 -181	-1%	-$20.5K	0.66%	24
2016 Q4	$1.51M	Hold	14,458	–	–	0.63%	26
2016 Q3	$1.34M	Sell	14,458 -611	-4%	-$56.8K	0.56%	29
2016 Q2	$1.47M	Hold	15,069	–	–	0.64%	25
2016 Q1	$1.5M	Buy	+15,069	New	+$1.5M	0.73%	18