AIM
Anchor Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
40,299
-3,103
| -7% | -$385K | 0.44% | 59 |
|
|
2025
Q1 | $4.28M | Sell |
43,402
-745
| -2% | -$73.5K | 0.4% | 65 |
|
|
2024
Q4 | $4.92M | Buy |
44,147
+2,683
| +6% | +$299K | 0.46% | 57 |
|
|
2024
Q3 | $3.99M | Sell |
41,464
-497
| -1% | -$47.8K | 0.38% | 70 |
|
|
2024
Q2 | $4.17M | Sell |
41,961
-662
| -2% | -$65.7K | 0.43% | 59 |
|
|
2024
Q1 | $5.22M | Sell |
42,623
-2,477
| -5% | -$303K | 0.55% | 51 |
|
|
2023
Q4 | $4.07M | Sell |
45,100
-10,945
| -20% | -$988K | 0.47% | 60 |
|
|
2023
Q3 | $4.54M | Sell |
56,045
-2,026
| -3% | -$164K | 0.59% | 42 |
|
|
2023
Q2 | $5.18M | Sell |
58,071
-4,018
| -6% | -$359K | 0.66% | 40 |
|
|
2023
Q1 | $6.22M | Sell |
62,089
-904
| -1% | -$90.5K | 0.85% | 28 |
|
|
2022
Q4 | $5.47M | Buy |
62,993
+453
| +0.7% | +$39.4K | 0.78% | 31 |
|
|
2022
Q3 | $5.9M | Buy |
62,540
+1,450
| +2% | +$137K | 0.92% | 26 |
|
|
2022
Q2 | $5.77M | Sell |
61,090
-1,362
| -2% | -$129K | 0.84% | 29 |
|
|
2022
Q1 | $8.57M | Sell |
62,452
-273
| -0.4% | -$37.4K | 1.08% | 15 |
|
|
2021
Q4 | $9.72M | Sell |
62,725
-658
| -1% | -$102K | 1.21% | 14 |
|
|
2021
Q3 | $10.7M | Buy |
63,383
+418
| +0.7% | +$70.7K | 1.49% | 9 |
|
|
2021
Q2 | $11.1M | Buy |
62,965
+1,418
| +2% | +$249K | 1.53% | 8 |
|
|
2021
Q1 | $11.4M | Buy |
61,547
+668
| +1% | +$123K | 1.73% | 7 |
|
|
2020
Q4 | $11M | Sell |
60,879
-1,493
| -2% | -$271K | 1.98% | 5 |
|
|
2020
Q3 | $7.74M | Sell |
62,372
-1,701
| -3% | -$211K | 1.57% | 7 |
|
|
2020
Q2 | $7.14M | Sell |
64,073
-2,248
| -3% | -$251K | 1.6% | 7 |
|
|
2020
Q1 | $6.41M | Buy |
66,321
+952
| +1% | +$92K | 1.65% | 5 |
|
|
2019
Q4 | $9.45M | Buy |
65,369
+924
| +1% | +$134K | 2.02% | 4 |
|
|
2019
Q3 | $8.4M | Buy |
64,445
+569
| +0.9% | +$74.2K | 1.93% | 4 |
|
|
2019
Q2 | $8.92M | Buy |
63,876
+1,810
| +3% | +$253K | 2.13% | 4 |
|
|
2019
Q1 | $6.89M | Buy |
62,066
+25,403
| +69% | +$2.82M | 1.72% | 5 |
|
|
2018
Q4 | $4.02M | Sell |
36,663
-2,167
| -6% | -$238K | 1.14% | 14 |
|
|
2018
Q3 | $4.54M | Sell |
38,830
-511
| -1% | -$59.8K | 1.04% | 15 |
|
|
2018
Q2 | $4.12M | Buy |
39,341
+1,750
| +5% | +$183K | 1.02% | 17 |
|
|
2018
Q1 | $3.78M | Buy |
37,591
+1,291
| +4% | +$130K | 0.99% | 19 |
|
|
2017
Q4 | $3.9M | Buy |
36,300
+4,945
| +16% | +$532K | 1.03% | 17 |
|
|
2017
Q3 | $3.09M | Sell |
31,355
-682
| -2% | -$67.2K | 0.91% | 19 |
|
|
2017
Q2 | $3.4M | Sell |
32,037
-161
| -0.5% | -$17.1K | 1.13% | 14 |
|
|
2017
Q1 | $3.65M | Sell |
32,198
-224
| -0.7% | -$25.4K | 1.25% | 10 |
|
|
2016
Q4 | $3.38M | Sell |
32,422
-190
| -0.6% | -$19.8K | 1.26% | 10 |
|
|
2016
Q3 | $3.03M | Sell |
32,612
-185
| -0.6% | -$17.2K | 1.17% | 13 |
|
|
2016
Q2 | $3.21M | Sell |
32,797
-1,077
| -3% | -$105K | 1.27% | 11 |
|
|
2016
Q1 | $3.36M | Buy |
+33,874
| New | +$3.36M | 1.38% | 11 |
|