Badgley Phelps Wealth Managers’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 | $17.4M | Buy |
140,247
+427
| +0.3% | +$53K | 0.39% | 72 |
|
|
2025
Q1 | $13.8M | Buy |
139,820
+3,193
| +2% | +$315K | 0.33% | 83 |
|
|
2024
Q4 | $15.3M | Sell |
136,627
-4,977
| -4% | -$556K | 0.36% | 80 |
|
|
2024
Q3 | $13.6M | Buy |
141,604
+225
| +0.2% | +$21.6K | 0.32% | 89 |
|
|
2024
Q2 | $14M | Buy |
141,379
+1,912
| +1% | +$190K | 0.35% | 84 |
|
|
2024
Q1 | $17.1M | Buy |
139,467
+9,985
| +8% | +$1.22M | 0.43% | 77 |
|
|
2023
Q4 | $11.7M | Buy |
129,482
+17,829
| +16% | +$1.61M | 0.32% | 87 |
|
|
2023
Q3 | $9.05M | Sell |
111,653
-63,189
| -36% | -$5.12M | 0.31% | 93 |
|
|
2023
Q2 | $15.6M | Buy |
174,842
+7,428
| +4% | +$663K | 0.52% | 66 |
|
|
2023
Q1 | $16.8M | Buy |
167,414
+15,422
| +10% | +$1.54M | 0.62% | 56 |
|
|
2022
Q4 | $13.2M | Sell |
151,992
-20,721
| -12% | -$1.8M | 0.53% | 66 |
|
|
2022
Q3 | $16.3M | Buy |
172,713
+2,844
| +2% | +$268K | 0.7% | 46 |
|
|
2022
Q2 | $16M | Sell |
169,869
-1,807
| -1% | -$171K | 0.66% | 52 |
|
|
2022
Q1 | $23.5M | Buy |
171,676
+1,937
| +1% | +$266K | 0.82% | 42 |
|
|
2021
Q4 | $26.3M | Buy |
169,739
+194
| +0.1% | +$30K | 0.85% | 37 |
|
|
2021
Q3 | $28.7M | Buy |
+169,545
| New | +$28.7M | 1.04% | 28 |
|