Annex Advisory Services’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $301K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $637K | Buy |
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|
2024
Q1 | $735K | Buy |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $665K | Sell |
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|
2023
Q1 | $4.42M | Buy |
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|
2022
Q4 | $3.76M | Buy |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $4.08M | Sell |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $9.4M | Buy |
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|
2021
Q3 | $6.3M | Buy |
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|
2021
Q2 | $6.1M | Sell |
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|
2021
Q1 | $7.31M | Sell |
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|
2020
Q4 | $7.31M | Buy |
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|
2020
Q3 | $2.98M | Buy |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $2.18M | Buy |
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|
2019
Q4 | $2.83M | Buy |
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|
2019
Q3 | $2.47M | Buy |
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|
2019
Q2 | $413K | Buy |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $308K | Sell |
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $287K | Sell |
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|
2018
Q1 | $281K | Sell |
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|
2017
Q4 | $311K | Sell |
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|
2017
Q3 | $303K | Sell |
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|
2017
Q2 | $1.06M | Buy |
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|
2017
Q1 | $960K | Buy |
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|
2016
Q4 | $855K | Sell |
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|
2016
Q3 | $782K | Buy |
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|
2016
Q2 | $822K | Sell |
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|
2016
Q1 | $843K | Buy |
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|
2015
Q4 | $889K | Buy |
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|
2015
Q3 | $420K | Buy |
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|
2015
Q2 | $313K | Buy |
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|
2015
Q1 | $270K | Buy |
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|
2014
Q4 | $202K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $213K | Buy |
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