Barrett Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $52.6M | Buy |
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|
2021
Q4 | $59M | Buy |
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|
2021
Q3 | $57.6M | Sell |
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|
2021
Q2 | $60.1M | Buy |
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|
2021
Q1 | $63.1M | Sell |
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|
2020
Q4 | $62.2M | Sell |
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|
2020
Q3 | $43M | Buy |
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|
2020
Q2 | $38.6M | Sell |
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|
2020
Q1 | $33.9M | Buy |
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|
2019
Q4 | $50.6M | Buy |
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|
2019
Q3 | $45.2M | Sell |
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|
2019
Q2 | $48.5M | Buy |
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|
2019
Q1 | $38.4M | Buy |
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|
2018
Q4 | $37.7M | Buy |
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|
2018
Q3 | $39.7M | Sell |
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|
2018
Q2 | $35.7M | Buy |
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|
2018
Q1 | $34M | Buy |
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|
2017
Q4 | $36.4M | Sell |
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|
2017
Q3 | $34M | Sell |
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|
2017
Q2 | $36.9M | Buy |
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|
2017
Q1 | $38.9M | Sell |
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|
2016
Q4 | $35.9M | Sell |
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|
2016
Q3 | $32.2M | Buy |
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|
2016
Q2 | $33.8M | Buy |
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|
2016
Q1 | $34.3M | Buy |
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|
2015
Q4 | $36.2M | Buy |
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|
2015
Q3 | $35.1M | Sell |
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|
2015
Q2 | $39.5M | Buy |
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|
2015
Q1 | $36.1M | Sell |
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|
2014
Q4 | $33.5M | Sell |
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|
2014
Q3 | $31.7M | Buy |
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|
2014
Q2 | $30.1M | Sell |
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|
2014
Q1 | $28.1M | Buy |
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|
2013
Q4 | $26.1M | Buy |
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|
2013
Q3 | $21.8M | Buy |
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|
2013
Q2 | $20.8M | Buy |
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