Berkshire Asset 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 | $11.1M | Buy |
89,817
+5
| +0% | +$620 | 0.51% | 51 |
|
|
2025
Q1 | $9.44M | Buy |
89,812
+10,049
| +13% | +$1.06M | 0.45% | 53 |
|
|
2024
Q4 | $8.95M | Sell |
79,763
-4,838
| -6% | -$543K | 0.42% | 52 |
|
|
2024
Q3 | $8.4M | Hold |
84,601
| – | – | 0.43% | 50 |
|
|
2024
Q2 | $8.4M | Buy |
84,601
+152
| +0.2% | +$15.1K | 0.42% | 51 |
|
|
2024
Q1 | $10.3M | Sell |
84,449
-501
| -0.6% | -$61.3K | 0.55% | 46 |
|
|
2023
Q4 | $7.67M | Sell |
84,950
-1,214
| -1% | -$110K | 0.44% | 51 |
|
|
2023
Q3 | $6.98M | Sell |
86,164
-957
| -1% | -$77.6K | 0.44% | 50 |
|
|
2023
Q2 | $7.78M | Buy |
87,121
+13,443
| +18% | +$1.2M | 0.46% | 48 |
|
|
2023
Q1 | $7.38M | Buy |
73,678
+1,628
| +2% | +$163K | 0.46% | 49 |
|
|
2022
Q4 | $6.26M | Sell |
72,050
-4,023
| -5% | -$350K | 0.4% | 52 |
|
|
2022
Q3 | $7.18M | Sell |
76,073
-572
| -0.7% | -$54K | 0.51% | 46 |
|
|
2022
Q2 | $7.24M | Buy |
76,645
+1,767
| +2% | +$167K | 0.47% | 49 |
|
|
2022
Q1 | $10.3M | Sell |
74,878
-73
| -0.1% | -$10K | 0.65% | 41 |
|
|
2021
Q4 | $11.6M | Sell |
74,951
-3,769
| -5% | -$584K | 0.71% | 42 |
|
|
2021
Q3 | $13.3M | Buy |
78,720
+563
| +0.7% | +$95.2K | 0.89% | 40 |
|
|
2021
Q2 | $13.7M | Buy |
78,157
+198
| +0.3% | +$34.8K | 0.93% | 39 |
|
|
2021
Q1 | $14.4M | Sell |
77,959
-3,145
| -4% | -$580K | 1.07% | 38 |
|
|
2020
Q4 | $14.7M | Buy |
81,104
+4,712
| +6% | +$854K | 1.13% | 37 |
|
|
2020
Q3 | $9.48M | Sell |
76,392
-529
| -0.7% | -$65.6K | 0.92% | 40 |
|
|
2020
Q2 | $8.58M | Sell |
76,921
-6,435
| -8% | -$718K | 0.79% | 42 |
|
|
2020
Q1 | $8.05M | Buy |
83,356
+25,316
| +44% | +$2.45M | 0.84% | 42 |
|
|
2019
Q4 | $8.39M | Sell |
58,040
-655
| -1% | -$94.7K | 0.71% | 46 |
|
|
2019
Q3 | $7.65M | Sell |
58,695
-1,247
| -2% | -$163K | 0.66% | 47 |
|
|
2019
Q2 | $8.37M | Sell |
59,942
-1,035
| -2% | -$145K | 0.69% | 47 |
|
|
2019
Q1 | $6.77M | Buy |
60,977
+34
| +0.1% | +$3.78K | 0.57% | 49 |
|
|
2018
Q4 | $6.68M | Sell |
60,943
-570
| -0.9% | -$62.5K | 0.62% | 50 |
|
|
2018
Q3 | $7.19M | Buy |
61,513
+1,204
| +2% | +$141K | 0.61% | 49 |
|
|
2018
Q2 | $6.32M | Sell |
60,309
-708
| -1% | -$74.2K | 0.59% | 50 |
|
|
2018
Q1 | $6.13M | Sell |
61,017
-364
| -0.6% | -$36.6K | 0.6% | 49 |
|
|
2017
Q4 | $6.6M | Buy |
61,381
+6,003
| +11% | +$645K | 0.64% | 48 |
|
|
2017
Q3 | $5.46M | Sell |
55,378
-1,200
| -2% | -$118K | 0.61% | 49 |
|
|
2017
Q2 | $6.01M | Sell |
56,578
-25
| -0% | -$2.66K | 0.68% | 51 |
|
|
2017
Q1 | $6.42M | Sell |
56,603
-583
| -1% | -$66.1K | 0.76% | 49 |
|
|
2016
Q4 | $5.96M | Sell |
57,186
-708
| -1% | -$73.8K | 0.77% | 46 |
|
|
2016
Q3 | $5.38M | Buy |
57,894
+552
| +1% | +$51.3K | 0.77% | 46 |
|
|
2016
Q2 | $5.61M | Sell |
57,342
-110
| -0.2% | -$10.8K | 0.85% | 44 |
|
|
2016
Q1 | $5.71M | Sell |
57,452
-419
| -0.7% | -$41.6K | 0.89% | 42 |
|
|
2015
Q4 | $6.08M | Sell |
57,871
-1,513
| -3% | -$159K | 1.01% | 37 |
|
|
2015
Q3 | $6.07M | Sell |
59,384
-1,038
| -2% | -$106K | 1.08% | 36 |
|
|
2015
Q2 | $6.9M | Sell |
60,422
-1,095
| -2% | -$125K | 1.16% | 33 |
|
|
2015
Q1 | $6.45M | Buy |
61,517
+237
| +0.4% | +$24.9K | 1.08% | 35 |
|
|
2014
Q4 | $5.77M | Sell |
61,280
-878
| -1% | -$82.7K | 0.99% | 37 |
|
|
2014
Q3 | $5.53M | Sell |
62,158
-1,786
| -3% | -$159K | 1.02% | 35 |
|
|
2014
Q2 | $5.48M | Sell |
63,944
-1,078
| -2% | -$92.4K | 1.02% | 35 |
|
|
2014
Q1 | $5.21M | Sell |
65,022
-1,331
| -2% | -$107K | 1% | 37 |
|
|
2013
Q4 | $5.07M | Buy |
66,353
+8,277
| +14% | +$632K | 0.96% | 40 |
|
|
2013
Q3 | $3.75M | Buy |
58,076
+170
| +0.3% | +$11K | 0.9% | 40 |
|
|
2013
Q2 | $3.66M | Buy |
+57,906
| New | +$3.66M | 1.01% | 39 |
|