Appleton Partners’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 | $11.6M | Sell |
93,828
-4,215
| -4% | -$523K | 0.82% | 41 |
|
|
2025
Q1 | $9.68M | Buy |
98,043
+120
| +0.1% | +$11.8K | 0.75% | 46 |
|
|
2024
Q4 | $10.9M | Sell |
97,923
-11,133
| -10% | -$1.24M | 0.81% | 43 |
|
|
2024
Q3 | $10.5M | Sell |
109,056
-3,082
| -3% | -$296K | 0.77% | 44 |
|
|
2024
Q2 | $11.1M | Buy |
112,138
+22,427
| +25% | +$2.23M | 0.86% | 38 |
|
|
2024
Q1 | $11M | Buy |
89,711
+695
| +0.8% | +$85K | 0.85% | 37 |
|
|
2023
Q4 | $8.04M | Buy |
89,016
+1,044
| +1% | +$94.3K | 0.65% | 47 |
|
|
2023
Q3 | $7.13M | Buy |
87,972
+17,996
| +26% | +$1.46M | 0.63% | 45 |
|
|
2023
Q2 | $6.25M | Sell |
69,976
-429
| -0.6% | -$38.3K | 0.53% | 54 |
|
|
2023
Q1 | $7.05M | Buy |
70,405
+4
| +0% | +$401 | 0.63% | 44 |
|
|
2022
Q4 | $6.12M | Sell |
70,401
-3,249
| -4% | -$282K | 0.58% | 51 |
|
|
2022
Q3 | $6.95M | Sell |
73,650
-2,588
| -3% | -$244K | 0.69% | 37 |
|
|
2022
Q2 | $7.2M | Sell |
76,238
-484
| -0.6% | -$45.7K | 0.68% | 41 |
|
|
2022
Q1 | $10.5M | Buy |
76,722
+64
| +0.1% | +$8.78K | 0.86% | 32 |
|
|
2021
Q4 | $11.9M | Buy |
76,658
+864
| +1% | +$134K | 0.89% | 29 |
|
|
2021
Q3 | $12.8M | Buy |
75,794
+1,780
| +2% | +$301K | 1.07% | 23 |
|
|
2021
Q2 | $13M | Buy |
74,014
+1,982
| +3% | +$348K | 1.11% | 24 |
|
|
2021
Q1 | $13.3M | Buy |
72,032
+5,455
| +8% | +$1.01M | 1.24% | 22 |
|
|
2020
Q4 | $12.1M | Buy |
66,577
+1,226
| +2% | +$222K | 1.19% | 25 |
|
|
2020
Q3 | $8.11M | Buy |
65,351
+1,691
| +3% | +$210K | 0.9% | 31 |
|
|
2020
Q2 | $7.1M | Sell |
63,660
-1,923
| -3% | -$214K | 0.85% | 32 |
|
|
2020
Q1 | $6.34M | Buy |
65,583
+2,719
| +4% | +$263K | 0.88% | 31 |
|
|
2019
Q4 | $9.09M | Buy |
62,864
+9,502
| +18% | +$1.37M | 1% | 30 |
|
|
2019
Q3 | $6.95M | Buy |
53,362
+8,236
| +18% | +$1.07M | 0.84% | 33 |
|
|
2019
Q2 | $6.3M | Buy |
45,126
+13,730
| +44% | +$1.92M | 0.78% | 36 |
|
|
2019
Q1 | $3.49M | Sell |
31,396
-929
| -3% | -$103K | 0.46% | 61 |
|
|
2018
Q4 | $3.54M | Sell |
32,325
-396
| -1% | -$43.4K | 0.53% | 58 |
|
|
2018
Q3 | $3.83M | Sell |
32,721
-545
| -2% | -$63.7K | 0.51% | 60 |
|
|
2018
Q2 | $3.49M | Sell |
33,266
-746
| -2% | -$78.2K | 0.5% | 62 |
|
|
2018
Q1 | $3.42M | Buy |
34,012
+442
| +1% | +$44.4K | 0.52% | 61 |
|
|
2017
Q4 | $3.61M | Sell |
33,570
-711
| -2% | -$76.4K | 0.56% | 55 |
|
|
2017
Q3 | $3.38M | Sell |
34,281
-4,760
| -12% | -$469K | 0.57% | 58 |
|
|
2017
Q2 | $4.15M | Sell |
39,041
-241
| -0.6% | -$25.6K | 0.7% | 53 |
|
|
2017
Q1 | $4.45M | Sell |
39,282
-5,055
| -11% | -$573K | 0.82% | 42 |
|
|
2016
Q4 | $4.62M | Sell |
44,337
-25,760
| -37% | -$2.68M | 0.93% | 40 |
|
|
2016
Q3 | $6.51M | Sell |
70,097
-9,513
| -12% | -$883K | 1.23% | 26 |
|
|
2016
Q2 | $7.79M | Sell |
79,610
-2,553
| -3% | -$250K | 1.59% | 19 |
|
|
2016
Q1 | $8.16M | Buy |
82,163
+524
| +0.6% | +$52K | 1.61% | 16 |
|
|
2015
Q4 | $8.58M | Buy |
81,639
+8,596
| +12% | +$903K | 1.69% | 11 |
|
|
2015
Q3 | $7.47M | Buy |
73,043
+6,421
| +10% | +$656K | 1.7% | 12 |
|
|
2015
Q2 | $7.6M | Buy |
66,622
+600
| +0.9% | +$68.5K | 1.7% | 16 |
|
|
2015
Q1 | $6.93M | Buy |
66,022
+4,022
| +6% | +$422K | 1.56% | 21 |
|
|
2014
Q4 | $5.84M | Buy |
62,000
+505
| +0.8% | +$47.6K | 1.34% | 28 |
|
|
2014
Q3 | $5.48M | Buy |
61,495
+1,427
| +2% | +$127K | 1.28% | 31 |
|
|
2014
Q2 | $5.15M | Buy |
60,068
+3,967
| +7% | +$340K | 1.2% | 36 |
|
|
2014
Q1 | $4.49M | Buy |
56,101
+19,978
| +55% | +$1.6M | 1.06% | 42 |
|
|
2013
Q4 | $2.76M | Buy |
36,123
+1,640
| +5% | +$125K | 0.66% | 49 |
|
|
2013
Q3 | $2.22M | Buy |
34,483
+660
| +2% | +$42.6K | 0.6% | 50 |
|
|
2013
Q2 | $2.14M | Buy |
+33,823
| New | +$2.14M | 0.62% | 47 |
|