AMI 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 | $4.69M | Buy |
37,811
+1,528
| +4% | +$189K | 1.21% | 24 |
|
|
2025
Q1 | $3.58M | Buy |
36,283
+539
| +2% | +$53.2K | 1.15% | 28 |
|
|
2024
Q4 | $3.98M | Sell |
35,744
-382
| -1% | -$42.5K | 1.29% | 25 |
|
|
2024
Q3 | $3.47M | Buy |
36,126
+81
| +0.2% | +$7.79K | 1.18% | 29 |
|
|
2024
Q2 | $3.58M | Sell |
36,045
-792
| -2% | -$78.6K | 1.25% | 26 |
|
|
2024
Q1 | $4.51M | Buy |
36,837
+202
| +0.6% | +$24.7K | 1.64% | 19 |
|
|
2023
Q4 | $3.31M | Buy |
36,635
+1,605
| +5% | +$145K | 1.34% | 27 |
|
|
2023
Q3 | $2.84M | Sell |
35,030
-896
| -2% | -$72.6K | 1.28% | 28 |
|
|
2023
Q2 | $3.21M | Sell |
35,926
-237
| -0.7% | -$21.2K | 1.42% | 26 |
|
|
2023
Q1 | $3.62M | Buy |
36,163
+609
| +2% | +$61K | 1.69% | 21 |
|
|
2022
Q4 | $3.09M | Buy |
35,554
+8,743
| +33% | +$760K | 1.56% | 24 |
|
|
2022
Q3 | $2.53M | Sell |
26,811
-85
| -0.3% | -$8.02K | 1.43% | 27 |
|
|
2022
Q2 | $2.54M | Buy |
26,896
+1,978
| +8% | +$187K | 1.28% | 32 |
|
|
2022
Q1 | $3.42M | Buy |
24,918
+1,094
| +5% | +$150K | 1.5% | 27 |
|
|
2021
Q4 | $3.69M | Buy |
23,824
+103
| +0.4% | +$16K | 1.49% | 25 |
|
|
2021
Q3 | $4.01M | Sell |
23,721
-1,448
| -6% | -$245K | 1.68% | 26 |
|
|
2021
Q2 | $4.42M | Sell |
25,169
-168
| -0.7% | -$29.5K | 1.75% | 25 |
|
|
2021
Q1 | $4.68M | Hold |
25,337
| – | – | 1.96% | 21 |
|
|
2020
Q4 | $4.59M | Sell |
25,337
-1,507
| -6% | -$273K | 2.03% | 18 |
|
|
2020
Q3 | $3.33M | Buy |
26,844
+2,460
| +10% | +$305K | 1.68% | 21 |
|
|
2020
Q2 | $2.72M | Sell |
24,384
-1,325
| -5% | -$148K | 1.45% | 27 |
|
|
2020
Q1 | $2.48M | Sell |
25,709
-232
| -0.9% | -$22.4K | 1.47% | 24 |
|
|
2019
Q4 | $3.75M | Sell |
25,941
-1,266
| -5% | -$183K | 1.61% | 21 |
|
|
2019
Q3 | $3.55M | Sell |
27,207
-480
| -2% | -$62.6K | 1.65% | 24 |
|
|
2019
Q2 | $3.87M | Sell |
27,687
-4,089
| -13% | -$571K | 1.97% | 19 |
|
|
2019
Q1 | $3.53M | Hold |
31,776
| – | – | 1.86% | 20 |
|
|
2018
Q4 | $3.48M | Buy |
31,776
+475
| +2% | +$52.1K | 2.06% | 17 |
|
|
2018
Q3 | $3.66M | Hold |
31,301
| – | – | 1.9% | 18 |
|
|
2018
Q2 | $3.28M | Buy |
+31,301
| New | +$3.28M | 1.74% | 24 |
|