Beck Mack & Oliver’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 | $488K | Sell |
3,934
-55
| -1% | -$6.82K | 0.01% | 129 |
|
|
2025
Q1 | $394K | Buy |
3,989
+431
| +12% | +$42.5K | 0.01% | 144 |
|
|
2024
Q4 | $396K | Hold |
3,558
| – | – | 0.01% | 137 |
|
|
2024
Q3 | $342K | Buy |
3,558
+26
| +0.7% | +$2.5K | 0.01% | 145 |
|
|
2024
Q2 | $351K | Hold |
3,532
| – | – | 0.01% | 138 |
|
|
2024
Q1 | $432K | Sell |
3,532
-600
| -15% | -$73.4K | 0.01% | 131 |
|
|
2023
Q4 | $373K | Sell |
4,132
-25
| -0.6% | -$2.26K | 0.01% | 138 |
|
|
2023
Q3 | $337K | Sell |
4,157
-280
| -6% | -$22.7K | 0.01% | 138 |
|
|
2023
Q2 | $396K | Sell |
4,437
-408
| -8% | -$36.4K | 0.01% | 135 |
|
|
2023
Q1 | $485K | Sell |
4,845
-601
| -11% | -$60.2K | 0.01% | 130 |
|
|
2022
Q4 | $473K | Sell |
5,446
-6,173
| -53% | -$536K | 0.01% | 133 |
|
|
2022
Q3 | $1.1M | Sell |
11,619
-582
| -5% | -$54.9K | 0.04% | 98 |
|
|
2022
Q2 | $1.15M | Sell |
12,201
-1,069
| -8% | -$101K | 0.03% | 99 |
|
|
2022
Q1 | $1.82M | Sell |
13,270
-641
| -5% | -$87.9K | 0.05% | 92 |
|
|
2021
Q4 | $2.16M | Sell |
13,911
-355
| -2% | -$55K | 0.05% | 86 |
|
|
2021
Q3 | $2.41M | Buy |
14,266
+3,054
| +27% | +$517K | 0.06% | 78 |
|
|
2021
Q2 | $1.97M | Buy |
11,212
+450
| +4% | +$79.1K | 0.05% | 87 |
|
|
2021
Q1 | $1.99M | Sell |
10,762
-436
| -4% | -$80.5K | 0.06% | 88 |
|
|
2020
Q4 | $2.03M | Sell |
11,198
-172
| -2% | -$31.2K | 0.07% | 84 |
|
|
2020
Q3 | $1.41M | Hold |
11,370
| – | – | 0.05% | 92 |
|
|
2020
Q2 | $1.27M | Hold |
11,370
| – | – | 0.05% | 94 |
|
|
2020
Q1 | $1.1M | Sell |
11,370
-3,510
| -24% | -$339K | 0.05% | 93 |
|
|
2019
Q4 | $2.15M | Hold |
14,880
| – | – | 0.07% | 82 |
|
|
2019
Q3 | $1.94M | Buy |
14,880
+14
| +0.1% | +$1.82K | 0.07% | 86 |
|
|
2019
Q2 | $2.08M | Buy |
14,866
+184
| +1% | +$25.7K | 0.07% | 82 |
|
|
2019
Q1 | $1.63M | Sell |
14,682
-574
| -4% | -$63.7K | 0.06% | 92 |
|
|
2018
Q4 | $1.67M | Hold |
15,256
| – | – | 0.07% | 91 |
|
|
2018
Q3 | $1.78M | Hold |
15,256
| – | – | 0.06% | 98 |
|
|
2018
Q2 | $1.6M | Buy |
15,256
+574
| +4% | +$60.2K | 0.05% | 98 |
|
|
2018
Q1 | $1.48M | Hold |
14,682
| – | – | 0.05% | 102 |
|
|
2017
Q4 | $1.58M | Hold |
14,682
| – | – | 0.05% | 102 |
|
|
2017
Q3 | $1.45M | Sell |
14,682
-8,933
| -38% | -$880K | 0.05% | 107 |
|
|
2017
Q2 | $2.51M | Hold |
23,615
| – | – | 0.08% | 85 |
|
|
2017
Q1 | $2.68M | Buy |
23,615
+1
| +0% | +$113 | 0.09% | 83 |
|
|
2016
Q4 | $2.46M | Hold |
23,614
| – | – | 0.09% | 82 |
|
|
2016
Q3 | $2.19M | Sell |
23,614
-1,573
| -6% | -$146K | 0.08% | 86 |
|
|
2016
Q2 | $2.46M | Sell |
25,187
-110
| -0.4% | -$10.8K | 0.09% | 93 |
|
|
2016
Q1 | $2.51M | Sell |
25,297
-348
| -1% | -$34.6K | 0.09% | 95 |
|
|
2015
Q4 | $2.7M | Sell |
25,645
-6,100
| -19% | -$641K | 0.09% | 92 |
|
|
2015
Q3 | $3.24M | Sell |
31,745
-15,179
| -32% | -$1.55M | 0.1% | 88 |
|
|
2015
Q2 | $5.36M | Sell |
46,924
-5,433
| -10% | -$620K | 0.14% | 74 |
|
|
2015
Q1 | $5.49M | Sell |
52,357
-1,255
| -2% | -$132K | 0.14% | 77 |
|
|
2014
Q4 | $5.05M | Buy |
53,612
+400
| +0.8% | +$37.7K | 0.12% | 80 |
|
|
2014
Q3 | $4.74M | Sell |
53,212
-790
| -1% | -$70.3K | 0.11% | 84 |
|
|
2014
Q2 | $4.63M | Buy |
54,002
+885
| +2% | +$75.9K | 0.1% | 85 |
|
|
2014
Q1 | $4.25M | Sell |
53,117
-1,071
| -2% | -$85.8K | 0.1% | 83 |
|
|
2013
Q4 | $4.14M | Buy |
54,188
+14,128
| +35% | +$1.08M | 0.1% | 85 |
|
|
2013
Q3 | $2.58M | Buy |
40,060
+5,122
| +15% | +$330K | 0.07% | 101 |
|
|
2013
Q2 | $2.21M | Buy |
+34,938
| New | +$2.21M | 0.06% | 108 |
|