Avity Investment Management’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 | $784K | Sell |
|
|||||
|
2025
Q1 | $684K | Buy |
|
|||||
|
2024
Q4 | $705K | Hold |
|
|||||
|
2024
Q3 | $609K | Hold |
|
|||||
|
2024
Q2 | $629K | Hold |
|
|||||
|
2024
Q1 | $775K | Hold |
|
|||||
|
2023
Q4 | $572K | Hold |
|
|||||
|
2023
Q3 | $513K | Sell |
|
|||||
|
2023
Q2 | $625K | Sell |
|
|||||
|
2023
Q1 | $946K | Buy |
|
|||||
|
2022
Q4 | $523K | Sell |
|
|||||
|
2022
Q3 | $27.3M | Buy |
|
|||||
|
2022
Q2 | $17.2M | Sell |
|
|||||
|
2022
Q1 | $33.6M | Buy |
|
|||||
|
2021
Q4 | $28.1M | Buy |
|
|||||
|
2021
Q3 | $599K | Buy |
|
|||||
|
2021
Q2 | $521K | Sell |
|
|||||
|
2021
Q1 | $556K | Sell |
|
|||||
|
2020
Q4 | $568K | Sell |
|
|||||
|
2020
Q3 | $392K | Sell |
|
|||||
|
2020
Q2 | $363K | Sell |
|
|||||
|
2020
Q1 | $324K | Buy |
|
|||||
|
2019
Q4 | $478K | Buy |
|
|||||
|
2019
Q3 | $392K | Hold |
|
|||||
|
2019
Q2 | $420K | Sell |
|
|||||
|
2019
Q1 | $395K | Buy |
|
|||||
|
2018
Q4 | $324K | Buy |
|
|||||
|
2018
Q3 | $308K | Buy |
|
|||||
|
2018
Q2 | $236K | Hold |
|
|||||
|
2018
Q1 | $226K | Sell |
|
|||||
|
2017
Q4 | $252K | Buy |
|