Bedell Frazier Investment Counselling’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 | $8.81M | Sell |
71,018
-6,279
| -8% | -$779K | 2.22% | 16 |
|
|
2025
Q1 | $7.63M | Buy |
77,297
+5,233
| +7% | +$516K | 1.94% | 15 |
|
|
2024
Q4 | $8.02M | Sell |
72,064
-10,969
| -13% | -$1.22M | 1.99% | 15 |
|
|
2024
Q3 | $7.99M | Buy |
83,033
+2,094
| +3% | +$201K | 1.91% | 17 |
|
|
2024
Q2 | $8.04M | Buy |
80,939
+828
| +1% | +$82.2K | 1.94% | 15 |
|
|
2024
Q1 | $9.8M | Sell |
80,111
-7,912
| -9% | -$968K | 2.45% | 11 |
|
|
2023
Q4 | $7.95M | Sell |
88,023
-3,262
| -4% | -$295K | 2.19% | 12 |
|
|
2023
Q3 | $7.4M | Buy |
91,285
+3,524
| +4% | +$286K | 2.21% | 15 |
|
|
2023
Q2 | $7.84M | Buy |
87,761
+4,000
| +5% | +$357K | 2.29% | 14 |
|
|
2023
Q1 | $8.39M | Buy |
83,761
+3,665
| +5% | +$367K | 2.45% | 15 |
|
|
2022
Q4 | $6.96M | Sell |
80,096
-2,786
| -3% | -$242K | 1.82% | 19 |
|
|
2022
Q3 | $7.82M | Buy |
82,882
+18,178
| +28% | +$1.71M | 2.2% | 14 |
|
|
2022
Q2 | $6.11M | Buy |
64,704
+1,881
| +3% | +$178K | 1.87% | 23 |
|
|
2022
Q1 | $8.62M | Buy |
62,823
+3,459
| +6% | +$474K | 2.18% | 12 |
|
|
2021
Q4 | $9.2M | Buy |
59,364
+4,896
| +9% | +$758K | 2.24% | 12 |
|
|
2021
Q3 | $9.21M | Buy |
54,468
+846
| +2% | +$143K | 2.53% | 8 |
|
|
2021
Q2 | $9.43M | Buy |
53,622
+10,768
| +25% | +$1.89M | 2.39% | 9 |
|
|
2021
Q1 | $7.91M | Sell |
42,854
-10,784
| -20% | -$1.99M | 2.23% | 14 |
|
|
2020
Q4 | $9.72M | Sell |
53,638
-2,059
| -4% | -$373K | 2.98% | 4 |
|
|
2020
Q3 | $6.91M | Sell |
55,697
-43,118
| -44% | -$5.35M | 2.47% | 9 |
|
|
2020
Q2 | $11M | Sell |
98,815
-6,836
| -6% | -$762K | 4.44% | 5 |
|
|
2020
Q1 | $10.2M | Buy |
105,651
+2,475
| +2% | +$239K | 4.79% | 4 |
|
|
2019
Q4 | $13.4M | Hold |
103,176
| – | – | 5.38% | 3 |
|
|
2019
Q3 | $13.4M | Sell |
103,176
-670
| -0.6% | -$87.3K | 5.24% | 3 |
|
|
2019
Q2 | $14.5M | Buy |
103,846
+46
| +0% | +$6.42K | 5.28% | 4 |
|
|
2019
Q1 | $11.5M | Buy |
103,800
+14,158
| +16% | +$1.57M | 4.55% | 4 |
|
|
2018
Q4 | $9.83M | Buy |
89,642
+3,321
| +4% | +$364K | 4.18% | 5 |
|
|
2018
Q3 | $10.1M | Sell |
86,321
-97
| -0.1% | -$11.3K | 2.79% | 8 |
|
|
2018
Q2 | $9.06M | Buy |
86,418
+760
| +0.9% | +$79.7K | 2.66% | 13 |
|
|
2018
Q1 | $8.6M | Buy |
85,658
+2,075
| +2% | +$208K | 3.04% | 11 |
|
|
2017
Q4 | $8.99M | Buy |
83,583
+21
| +0% | +$2.26K | 3.34% | 10 |
|
|
2017
Q3 | $8.24M | Sell |
83,562
-46,145
| -36% | -$4.55M | 3.8% | 7 |
|
|
2017
Q2 | $13.8M | Buy |
129,707
+2,540
| +2% | +$270K | 5.03% | 4 |
|
|
2017
Q1 | $14.4M | Sell |
127,167
-1,949
| -2% | -$221K | 5.48% | 4 |
|
|
2016
Q4 | $13.5M | Buy |
129,116
+17,251
| +15% | +$1.8M | 5.29% | 2 |
|
|
2016
Q3 | $10.4M | Buy |
111,865
+5,592
| +5% | +$519K | 4.31% | 5 |
|
|
2016
Q2 | $10.3M | Sell |
106,273
-728
| -0.7% | -$70.2K | 5.07% | 3 |
|
|
2016
Q1 | $10.6M | Buy |
107,001
+39,820
| +59% | +$3.95M | 5.49% | 2 |
|
|
2015
Q4 | $7.06M | Buy |
67,181
+242
| +0.4% | +$25.4K | 3.5% | 10 |
|
|
2015
Q3 | $6.84M | Sell |
66,939
-25,420
| -28% | -$2.6M | 3.96% | 6 |
|
|
2015
Q2 | $10.5M | Sell |
92,359
-1,860
| -2% | -$212K | 4.19% | 3 |
|
|
2015
Q1 | $9.88M | Buy |
94,219
+3,657
| +4% | +$384K | 4.1% | 4 |
|
|
2014
Q4 | $8.53M | Buy |
90,562
+291
| +0.3% | +$27.4K | 4.18% | 4 |
|
|
2014
Q3 | $8.04M | Buy |
90,271
+819
| +0.9% | +$72.9K | 3.76% | 4 |
|
|
2014
Q2 | $7.67M | Sell |
89,452
-340
| -0.4% | -$29.2K | 3.88% | 5 |
|
|
2014
Q1 | $7.19M | Sell |
89,792
-3,775
| -4% | -$302K | 4.03% | 3 |
|
|
2013
Q4 | $7.15M | Sell |
93,567
-235
| -0.3% | -$18K | 3.36% | 5 |
|
|
2013
Q3 | $6.05M | Sell |
93,802
-425
| -0.5% | -$27.4K | 2.91% | 6 |
|
|
2013
Q2 | $6.02M | Buy |
+94,227
| New | +$6.02M | 2.99% | 6 |
|