AIIMS
Analyst IMS Investment Management Services’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
5,261
+17
| +0.3% | +$2.11K | 0.02% | 103 |
|
|
2025
Q1 | $518K | Buy |
+5,244
| New | +$518K | 0.02% | 109 |
|
|
2024
Q3 | – | Sell |
-2,464
| Closed | -$245K | – | 136 |
|
|
2024
Q2 | $245K | Buy |
+2,464
| New | +$245K | 0.01% | 122 |
|
|
2022
Q1 | – | Sell |
-1,396
| Closed | -$218K | – | 104 |
|
|
2021
Q4 | $218K | Hold |
1,396
| – | – | 0.02% | 103 |
|
|
2021
Q3 | $236K | Sell |
1,396
-21
| -1% | -$3.55K | 0.03% | 94 |
|
|
2021
Q2 | $249K | Buy |
1,417
+21
| +2% | +$3.69K | 0.03% | 93 |
|
|
2021
Q1 | $258K | Hold |
1,396
| – | – | 0.03% | 91 |
|
|
2020
Q4 | $252K | Buy |
+1,396
| New | +$252K | 0.04% | 87 |
|
|
2018
Q4 | – | Sell |
-1,870
| Closed | -$217 | – | 110 |
|
|
2018
Q3 | $217 | Buy |
+1,870
| New | +$217 | 0.03% | 101 |
|
|
2018
Q1 | – | Sell |
-12,020
| Closed | -$1.29M | – | 107 |
|
|
2017
Q4 | $1.29M | Sell |
12,020
-300
| -2% | -$32.2K | 0.4% | 50 |
|
|
2017
Q3 | $1.21M | Sell |
12,320
-176
| -1% | -$17.3K | 0.4% | 53 |
|
|
2017
Q2 | $1.33M | Hold |
12,496
| – | – | 0.47% | 45 |
|
|
2017
Q1 | $1.42M | Hold |
12,496
| – | – | 0.55% | 40 |
|
|
2016
Q4 | $1.3M | Sell |
12,496
-667
| -5% | -$69.6K | 0.57% | 41 |
|
|
2016
Q3 | $1.22M | Sell |
13,163
-450
| -3% | -$41.8K | 0.52% | 45 |
|
|
2016
Q2 | $1.33M | Sell |
13,613
-413
| -3% | -$40.4K | 0.56% | 41 |
|
|
2016
Q1 | $1.39M | Buy |
14,026
+490
| +4% | +$48.7K | 0.6% | 43 |
|
|
2015
Q4 | $1.42M | Buy |
13,536
+160
| +1% | +$16.8K | 0.59% | 47 |
|
|
2015
Q3 | $1.37M | Sell |
13,376
-149
| -1% | -$15.2K | 0.58% | 52 |
|
|
2015
Q2 | $1.54M | Buy |
13,525
+1,349
| +11% | +$154K | 0.6% | 51 |
|
|
2015
Q1 | $1.28M | Sell |
12,176
-1,459
| -11% | -$153K | 0.5% | 56 |
|
|
2014
Q4 | $1.28M | Buy |
+13,635
| New | +$1.28M | 0.49% | 56 |
|