Aufman Associates’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 | $500K | Buy |
|
|||||
|
2025
Q1 | $351K | Buy |
|
|||||
|
2024
Q4 | $396K | Hold |
|
|||||
|
2024
Q3 | $342K | Hold |
|
|||||
|
2024
Q2 | $353K | Sell |
|
|||||
|
2024
Q1 | $438K | Hold |
|
|||||
|
2023
Q4 | $323K | Buy |
|
|||||
|
2023
Q3 | $289K | Hold |
|
|||||
|
2023
Q2 | $319K | Sell |
|
|||||
|
2023
Q1 | $411K | Buy |
|
|||||
|
2022
Q4 | $355K | Hold |
|
|||||
|
2022
Q3 | $385K | Hold |
|
|||||
|
2022
Q2 | $386K | Sell |
|
|||||
|
2022
Q1 | $588K | Buy |
|
|||||
|
2021
Q4 | $662K | Sell |
|
|||||
|
2021
Q3 | $724K | Sell |
|
|||||
|
2021
Q2 | $779K | Sell |
|
|||||
|
2021
Q1 | $886K | Buy |
|
|||||
|
2020
Q4 | $868K | Sell |
|
|||||
|
2020
Q3 | $614K | Sell |
|
|||||
|
2020
Q2 | $616K | Buy |
|
|||||
|
2020
Q1 | $524K | Sell |
|
|||||
|
2019
Q4 | $787K | Buy |
|