American Money Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349K | Hold |
3,619
| – | – | 0.06% | 123 |
|
|
2025
Q4 | $412K | Sell |
3,619
-455
| -11% | -$50.1K | 0.06% | 109 |
|
|
2025
Q3 | $466K | Buy |
4,074
+307
| +8% | +$36.2K | 0.08% | 103 |
|
|
2025
Q2 | $467K | Buy |
3,767
+10
| +0.3% | +$1.04K | 0.08% | 96 |
|
|
2025
Q1 | $371K | Sell |
3,757
-30
| -0.8% | -$3.22K | 0.07% | 104 |
|
|
2024
Q4 | $422K | Sell |
3,787
-123
| -3% | -$12.9K | 0.08% | 102 |
|
|
2024
Q3 | $376K | Sell |
3,910
-814
| -17% | -$74.9K | 0.08% | 107 |
|
|
2024
Q2 | $469K | Buy |
4,724
+94
| +2% | +$10.1K | 0.1% | 96 |
|
|
2024
Q1 | $567K | Sell |
4,630
-230
| -5% | -$24K | 0.12% | 92 |
|
|
2023
Q4 | $439K | Sell |
4,860
-727
| -13% | -$64.1K | 0.1% | 95 |
|
|
2023
Q3 | $453K | Sell |
5,587
-1,019
| -15% | -$87K | 0.12% | 95 |
|
|
2023
Q2 | $590K | Buy |
6,606
+164
| +3% | +$15.5K | 0.15% | 86 |
|
|
2023
Q1 | $645K | Sell |
6,442
-942
| -13% | -$95K | 0.17% | 81 |
|
|
2022
Q4 | $641K | Sell |
7,384
-356
| -5% | -$34K | 0.18% | 81 |
|
|
2022
Q3 | $730K | Sell |
7,740
-343
| -4% | -$36.7K | 0.22% | 75 |
|
|
2022
Q2 | $763K | Sell |
8,083
-3,351
| -29% | -$372K | 0.22% | 72 |
|
|
2022
Q1 | $1.57M | Sell |
11,434
-5,946
| -34% | -$860K | 0.42% | 55 |
|
|
2021
Q4 | $2.69M | Sell |
17,380
-6,419
| -27% | -$1.04M | 0.7% | 47 |
|
|
2021
Q3 | $4.03M | Buy |
23,799
+216
| +0.9% | +$38.5K | 1.14% | 36 |
|
|
2021
Q2 | $4.14M | Sell |
23,583
-5,101
| -18% | -$917K | 1.4% | 34 |
|
|
2021
Q1 | $5.29M | Sell |
28,684
-2,700
| -9% | -$498K | 1.97% | 14 |
|
|
2020
Q4 | $5.69M | Buy |
31,384
+360
| +1% | +$51.7K | 2.22% | 10 |
|
|
2020
Q3 | $3.85M | Sell |
31,024
-2,540
| -8% | -$317K | 1.74% | 23 |
|
|
2020
Q2 | $3.74M | Sell |
33,564
-501
| -1% | -$55.3K | 1.75% | 25 |
|
|
2020
Q1 | $3.29M | Sell |
34,065
-1,445
| -4% | -$183K | 1.84% | 19 |
|
|
2019
Q4 | $5.14M | Buy |
35,510
+801
| +2% | +$112K | 2.4% | 10 |
|
|
2019
Q3 | $4.52M | Sell |
34,709
-1,245
| -3% | -$172K | 2.41% | 9 |
|
|
2019
Q2 | $5.02M | Sell |
35,954
-18,175
| -34% | -$2.41M | 2.68% | 7 |
|
|
2019
Q1 | $6.01M | Buy |
54,129
+21,070
| +64% | +$2.36M | 3.34% | 5 |
|
|
2018
Q4 | $3.63M | Sell |
33,059
-961
| -3% | -$109K | 2.29% | 14 |
|
|
2018
Q3 | $3.98M | Buy |
34,020
+564
| +2% | +$62.8K | 2.28% | 14 |
|
|
2018
Q2 | $3.51M | Sell |
33,456
-64
| -0.2% | -$6.54K | 2.12% | 17 |
|
|
2018
Q1 | $3.37M | Buy |
33,520
+943
| +3% | +$100K | 2.1% | 19 |
|
|
2017
Q4 | $3.5M | Buy |
32,577
+3,345
| +11% | +$345K | 2.12% | 19 |
|
|
2017
Q3 | $2.88M | Buy |
29,232
+2,421
| +9% | +$249K | 1.91% | 26 |
|
|
2017
Q2 | $2.91M | Buy |
26,811
+1,091
| +4% | +$119K | 2.07% | 20 |
|
|
2017
Q1 | $2.92M | Buy |
25,720
+1,203
| +5% | +$132K | 2.15% | 16 |
|
|
2016
Q4 | $2.56M | Sell |
24,517
-284
| -1% | -$27.7K | 2.06% | 16 |
|
|
2016
Q3 | $2.3M | Buy |
24,801
+566
| +2% | +$54.2K | 1.84% | 29 |
|
|
2016
Q2 | $2.37M | Buy |
24,235
+1,568
| +7% | +$157K | 1.96% | 24 |
|
|
2016
Q1 | $2.25M | Buy |
22,667
+301
| +1% | +$29.1K | 1.86% | 26 |
|
|
2015
Q4 | $2.35M | Buy |
22,366
+17,733
| +383% | +$1.98M | 2.02% | 17 |
|
|
2015
Q3 | $473K | Buy |
4,633
+2,355
| +103% | +$256K | 0.45% | 55 |
|
|
2015
Q2 | $260K | Buy |
+2,278
| New | +$250K | 0.22% | 70 |
|
Other funds holding DIS
VCM
VPM
