Barton Investment Management’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 | $780K | Hold |
6,289
| – | – | 0.08% | 33 |
|
|
2025
Q1 | $621K | Hold |
6,289
| – | – | 0.08% | 35 |
|
|
2024
Q4 | $700K | Hold |
6,289
| – | – | 0.07% | 34 |
|
|
2024
Q3 | $605K | Hold |
6,289
| – | – | 0.08% | 35 |
|
|
2024
Q2 | $624K | Hold |
6,289
| – | – | 0.08% | 34 |
|
|
2024
Q1 | $770K | Hold |
6,289
| – | – | 0.09% | 33 |
|
|
2023
Q4 | $568K | Hold |
6,289
| – | – | 0.07% | 36 |
|
|
2023
Q3 | $510K | Sell |
6,289
-265
| -4% | -$21.5K | 0.08% | 34 |
|
|
2023
Q2 | $585K | Hold |
6,554
| – | – | 0.09% | 33 |
|
|
2023
Q1 | $656K | Hold |
6,554
| – | – | 0.12% | 32 |
|
|
2022
Q4 | $569K | Buy |
6,554
+675
| +11% | +$58.6K | 0.11% | 33 |
|
|
2022
Q3 | $555K | Hold |
5,879
| – | – | 0.11% | 32 |
|
|
2022
Q2 | $555K | Hold |
5,879
| – | – | 0.11% | 32 |
|
|
2022
Q1 | $806K | Hold |
5,879
| – | – | 0.1% | 30 |
|
|
2021
Q4 | $911K | Hold |
5,879
| – | – | 0.08% | 29 |
|
|
2021
Q3 | $995K | Hold |
5,879
| – | – | 0.08% | 27 |
|
|
2021
Q2 | $1.03M | Hold |
5,879
| – | – | 0.08% | 26 |
|
|
2021
Q1 | $1.09M | Hold |
5,879
| – | – | 0.1% | 26 |
|
|
2020
Q4 | $1.07M | Hold |
5,879
| – | – | 0.09% | 25 |
|
|
2020
Q3 | $729K | Hold |
5,879
| – | – | 0.07% | 27 |
|
|
2020
Q2 | $656K | Hold |
5,879
| – | – | 0.07% | 27 |
|
|
2020
Q1 | $568K | Sell |
5,879
-300
| -5% | -$29K | 0.09% | 28 |
|
|
2019
Q4 | $894K | Hold |
6,179
| – | – | 0.14% | 26 |
|
|
2019
Q3 | $805K | Hold |
6,179
| – | – | 0.13% | 25 |
|
|
2019
Q2 | $863K | Hold |
6,179
| – | – | 0.13% | 25 |
|
|
2019
Q1 | $686K | Sell |
6,179
-330
| -5% | -$36.6K | 0.11% | 28 |
|
|
2018
Q4 | $714K | Hold |
6,509
| – | – | 0.14% | 28 |
|
|
2018
Q3 | $761K | Hold |
6,509
| – | – | 0.12% | 26 |
|
|
2018
Q2 | $682K | Hold |
6,509
| – | – | 0.11% | 26 |
|
|
2018
Q1 | $654K | Hold |
6,509
| – | – | 0.12% | 27 |
|
|
2017
Q4 | $700K | Sell |
6,509
-433
| -6% | -$46.6K | 0.15% | 27 |
|
|
2017
Q3 | $684K | Sell |
6,942
-365
| -5% | -$36K | 0.16% | 27 |
|
|
2017
Q2 | $776K | Sell |
7,307
-425
| -5% | -$45.1K | 0.2% | 22 |
|
|
2017
Q1 | $876K | Buy |
7,732
+20
| +0.3% | +$2.27K | 0.25% | 21 |
|
|
2016
Q4 | $803K | Hold |
7,712
| – | – | 0.27% | 21 |
|
|
2016
Q3 | $716K | Hold |
7,712
| – | – | 0.24% | 22 |
|
|
2016
Q2 | $754K | Sell |
7,712
-450
| -6% | -$44K | 0.27% | 19 |
|
|
2016
Q1 | $810K | Hold |
8,162
| – | – | 0.22% | 29 |
|
|
2015
Q4 | $858K | Hold |
8,162
| – | – | 0.28% | 21 |
|
|
2015
Q3 | $834K | Sell |
8,162
-500
| -6% | -$51.1K | 0.3% | 22 |
|
|
2015
Q2 | $989K | Hold |
8,662
| – | – | 0.35% | 24 |
|
|
2015
Q1 | $909K | Hold |
8,662
| – | – | 0.34% | 25 |
|
|
2014
Q4 | $816K | Hold |
8,662
| – | – | 0.31% | 26 |
|
|
2014
Q3 | $771K | Hold |
8,662
| – | – | 0.29% | 27 |
|
|
2014
Q2 | $743K | Hold |
8,662
| – | – | 0.29% | 27 |
|
|
2014
Q1 | $694K | Hold |
8,662
| – | – | 0.28% | 26 |
|
|
2013
Q4 | $662K | Buy |
8,662
+866
| +11% | +$66.2K | 0.27% | 27 |
|
|
2013
Q3 | $503K | Hold |
7,796
| – | – | 0.23% | 32 |
|
|
2013
Q2 | $492K | Buy |
+7,796
| New | +$492K | 0.25% | 33 |
|