AssetMark Inc’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
Q2 | $29.3M | Buy |
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|
2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $15.5M | Buy |
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|
2024
Q3 | $3.12M | Buy |
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|
2024
Q2 | $3.03M | Sell |
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|
2024
Q1 | $3.76M | Buy |
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|
2023
Q4 | $2.74M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $3.55M | Buy |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $1.96M | Buy |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $2.16M | Buy |
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|
2021
Q2 | $2.12M | Buy |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $1.92M | Sell |
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|
2020
Q3 | $1.96M | Buy |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $2.75M | Buy |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.21M | Buy |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $13.6M | Buy |
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|
2018
Q4 | $729K | Buy |
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|
2018
Q3 | $773K | Sell |
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|
2018
Q2 | $698K | Sell |
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|
2018
Q1 | $770K | Buy |
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|
2017
Q4 | $559K | Buy |
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|
2017
Q3 | $434K | Sell |
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|
2017
Q2 | $1.31M | Sell |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.48M | Sell |
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|
2016
Q3 | $1.45M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $10.8M | Buy |
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|
2015
Q4 | $9.82M | Buy |
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|
2015
Q3 | $8.06M | Buy |
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|
2015
Q2 | $12K | Buy |
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