Boltwood Capital 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 | $1.66M | Buy |
13,417
+34
| +0.3% | +$4.22K | 0.47% | 55 |
|
|
2025
Q1 | $1.32M | Sell |
13,383
-175
| -1% | -$17.3K | 0.4% | 63 |
|
|
2024
Q4 | $1.51M | Sell |
13,558
-225
| -2% | -$25.1K | 0.46% | 59 |
|
|
2024
Q3 | $1.33M | Sell |
13,783
-2,588
| -16% | -$249K | 0.39% | 63 |
|
|
2024
Q2 | $1.63M | Sell |
16,371
-436
| -3% | -$43.3K | 0.51% | 59 |
|
|
2024
Q1 | $2.06M | Sell |
16,807
-180
| -1% | -$22K | 0.64% | 44 |
|
|
2023
Q4 | $1.53M | Buy |
16,987
+7
| +0% | +$632 | 0.51% | 54 |
|
|
2023
Q3 | $1.38M | Buy |
16,980
+314
| +2% | +$25.5K | 0.51% | 51 |
|
|
2023
Q2 | $1.49M | Sell |
16,666
-240
| -1% | -$21.4K | 0.54% | 52 |
|
|
2023
Q1 | $1.69M | Sell |
16,906
-126
| -0.7% | -$12.6K | 0.63% | 43 |
|
|
2022
Q4 | $1.48M | Sell |
17,032
-1,585
| -9% | -$138K | 0.6% | 43 |
|
|
2022
Q3 | $1.76M | Sell |
18,617
-1,934
| -9% | -$182K | 0.8% | 35 |
|
|
2022
Q2 | $1.94M | Sell |
20,551
-676
| -3% | -$63.8K | 0.84% | 38 |
|
|
2022
Q1 | $2.91M | Sell |
21,227
-332
| -2% | -$45.5K | 1.12% | 23 |
|
|
2021
Q4 | $3.34M | Buy |
21,559
+81
| +0.4% | +$12.5K | 1.23% | 22 |
|
|
2021
Q3 | $3.63M | Buy |
21,478
+2
| +0% | +$338 | 1.47% | 15 |
|
|
2021
Q2 | $3.78M | Sell |
21,476
-174
| -0.8% | -$30.6K | 1.57% | 13 |
|
|
2021
Q1 | $4M | Sell |
21,650
-1,607
| -7% | -$297K | 1.77% | 12 |
|
|
2020
Q4 | $4.21M | Sell |
23,257
-584
| -2% | -$106K | 2.05% | 9 |
|
|
2020
Q3 | $2.96M | Sell |
23,841
-895
| -4% | -$111K | 1.65% | 14 |
|
|
2020
Q2 | $2.76M | Sell |
24,736
-222
| -0.9% | -$24.8K | 1.67% | 16 |
|
|
2020
Q1 | $2.41M | Buy |
24,958
+2,874
| +13% | +$278K | 1.71% | 16 |
|
|
2019
Q4 | $3.19M | Buy |
22,084
+105
| +0.5% | +$15.2K | 1.79% | 13 |
|
|
2019
Q3 | $2.86M | Sell |
21,979
-900
| -4% | -$117K | 1.8% | 13 |
|
|
2019
Q2 | $3.2M | Hold |
22,879
| – | – | 2.04% | 8 |
|
|
2019
Q1 | $2.54M | Buy |
22,879
+242
| +1% | +$26.9K | 1.66% | 17 |
|
|
2018
Q4 | $2.48M | Buy |
22,637
+94
| +0.4% | +$10.3K | 1.7% | 18 |
|
|
2018
Q3 | $2.64M | Buy |
22,543
+105
| +0.5% | +$12.3K | 1.57% | 17 |
|
|
2018
Q2 | $2.35M | Sell |
22,438
-170
| -0.8% | -$17.8K | 1.53% | 16 |
|
|
2018
Q1 | $2.27M | Sell |
22,608
-2,534
| -10% | -$254K | 1.55% | 16 |
|
|
2017
Q4 | $2.7M | Sell |
25,142
-70
| -0.3% | -$7.53K | 1.65% | 14 |
|
|
2017
Q3 | $2.49M | Buy |
25,212
+75
| +0.3% | +$7.39K | 1.61% | 13 |
|
|
2017
Q2 | $2.67M | Sell |
25,137
-100
| -0.4% | -$10.6K | 1.81% | 10 |
|
|
2017
Q1 | $2.86M | Buy |
25,237
+1,675
| +7% | +$190K | 2% | 10 |
|
|
2016
Q4 | $2.46M | Hold |
23,562
| – | – | 1.88% | 11 |
|
|
2016
Q3 | $2.19M | Buy |
23,562
+240
| +1% | +$22.3K | 1.76% | 12 |
|
|
2016
Q2 | $2.28M | Buy |
23,322
+55
| +0.2% | +$5.38K | 1.9% | 10 |
|
|
2016
Q1 | $2.31M | Sell |
23,267
-1,120
| -5% | -$111K | 2.03% | 9 |
|
|
2015
Q4 | $2.56M | Buy |
24,387
+950
| +4% | +$99.8K | 2.35% | 8 |
|
|
2015
Q3 | $2.4M | Sell |
23,437
-300
| -1% | -$30.7K | 2.55% | 8 |
|
|
2015
Q2 | $2.71M | Sell |
23,737
-425
| -2% | -$48.5K | 2.66% | 8 |
|
|
2015
Q1 | $2.53M | Sell |
24,162
-950
| -4% | -$99.6K | 0.74% | 33 |
|
|
2014
Q4 | $2.37M | Buy |
25,112
+37
| +0.1% | +$3.49K | 0.67% | 36 |
|
|
2014
Q3 | $2.23M | Buy |
25,075
+1,625
| +7% | +$145K | 0.66% | 34 |
|
|
2014
Q2 | $2.01M | Buy |
23,450
+400
| +2% | +$34.3K | 0.59% | 34 |
|
|
2014
Q1 | $1.85M | Sell |
23,050
-1,250
| -5% | -$100K | 0.58% | 35 |
|
|
2013
Q4 | $1.86M | Buy |
24,300
+250
| +1% | +$19.1K | 0.61% | 35 |
|
|
2013
Q3 | $1.55M | Buy |
24,050
+425
| +2% | +$27.4K | 0.56% | 39 |
|
|
2013
Q2 | $1.49M | Buy |
+23,625
| New | +$1.49M | 0.61% | 38 |
|