Barton 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
Q3 | $720K | Hold |
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|
2025
Q2 | $780K | Hold |
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|
2025
Q1 | $621K | Hold |
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|
2024
Q4 | $700K | Hold |
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|
2024
Q3 | $605K | Hold |
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|
2024
Q2 | $624K | Hold |
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|
2024
Q1 | $770K | Hold |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $585K | Hold |
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|
2023
Q1 | $656K | Hold |
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|
2022
Q4 | $569K | Buy |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $555K | Hold |
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|
2022
Q1 | $806K | Hold |
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|
2021
Q4 | $911K | Hold |
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|
2021
Q3 | $995K | Hold |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $729K | Hold |
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|
2020
Q2 | $656K | Hold |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $894K | Hold |
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|
2019
Q3 | $805K | Hold |
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|
2019
Q2 | $863K | Hold |
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|
2019
Q1 | $686K | Sell |
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|
2018
Q4 | $714K | Hold |
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|
2018
Q3 | $761K | Hold |
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|
2018
Q2 | $682K | Hold |
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|
2018
Q1 | $654K | Hold |
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|
2017
Q4 | $700K | Sell |
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|
2017
Q3 | $684K | Sell |
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|
2017
Q2 | $776K | Sell |
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|
2017
Q1 | $876K | Buy |
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|
2016
Q4 | $803K | Hold |
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|
2016
Q3 | $716K | Hold |
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|
2016
Q2 | $754K | Sell |
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|
2016
Q1 | $810K | Hold |
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|
2015
Q4 | $858K | Hold |
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|
2015
Q3 | $834K | Sell |
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|
2015
Q2 | $989K | Hold |
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|
2015
Q1 | $909K | Hold |
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|
2014
Q4 | $816K | Hold |
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|
2014
Q3 | $771K | Hold |
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|
2014
Q2 | $743K | Hold |
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|
2014
Q1 | $694K | Hold |
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|
2013
Q4 | $662K | Buy |
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|
2013
Q3 | $503K | Hold |
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|
2013
Q2 | $492K | Buy |
|