Boston Research & 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 | $5.76M | Sell |
46,480
-155
| -0.3% | -$19.2K | 1.38% | 28 |
|
|
2025
Q1 | $4.6M | Sell |
46,635
-473
| -1% | -$46.7K | 1.14% | 40 |
|
|
2024
Q4 | $5.25M | Buy |
47,108
+937
| +2% | +$104K | 1.29% | 33 |
|
|
2024
Q3 | $4.44M | Sell |
46,171
-1,308
| -3% | -$126K | 1.04% | 45 |
|
|
2024
Q2 | $4.71M | Buy |
47,479
+1,690
| +4% | +$168K | 1.19% | 38 |
|
|
2024
Q1 | $5.6M | Buy |
45,789
+302
| +0.7% | +$36.9K | 1.38% | 26 |
|
|
2023
Q4 | $4.11M | Buy |
45,487
+2,287
| +5% | +$206K | 1.09% | 44 |
|
|
2023
Q3 | $3.5M | Buy |
43,200
+3,670
| +9% | +$297K | 1.03% | 46 |
|
|
2023
Q2 | $3.53M | Buy |
39,530
+1,979
| +5% | +$177K | 1% | 47 |
|
|
2023
Q1 | $3.76M | Buy |
37,551
+5,621
| +18% | +$563K | 1.12% | 42 |
|
|
2022
Q4 | $2.77M | Sell |
31,930
-9,273
| -23% | -$806K | 0.86% | 47 |
|
|
2022
Q3 | $3.89M | Buy |
41,203
+4,142
| +11% | +$391K | 1.32% | 36 |
|
|
2022
Q2 | $3.5M | Buy |
37,061
+3,423
| +10% | +$323K | 1.13% | 40 |
|
|
2022
Q1 | $4.61M | Buy |
33,638
+1,390
| +4% | +$191K | 1.34% | 31 |
|
|
2021
Q4 | $4.99M | Sell |
32,248
-530
| -2% | -$82.1K | 1.36% | 28 |
|
|
2021
Q3 | $5.55M | Buy |
32,778
+770
| +2% | +$130K | 1.65% | 25 |
|
|
2021
Q2 | $5.63M | Buy |
32,008
+1,514
| +5% | +$266K | 1.71% | 25 |
|
|
2021
Q1 | $5.63M | Sell |
30,494
-140
| -0.5% | -$25.8K | 1.81% | 21 |
|
|
2020
Q4 | $5.55M | Sell |
30,634
-35
| -0.1% | -$6.34K | 1.93% | 18 |
|
|
2020
Q3 | $3.81M | Sell |
30,669
-300
| -1% | -$37.2K | 1.49% | 32 |
|
|
2020
Q2 | $3.45M | Buy |
30,969
+22
| +0.1% | +$2.45K | 1.43% | 33 |
|
|
2020
Q1 | $2.99M | Sell |
30,947
-273
| -0.9% | -$26.4K | 1.5% | 31 |
|
|
2019
Q4 | $4.52M | Buy |
31,220
+330
| +1% | +$47.7K | 1.69% | 26 |
|
|
2019
Q3 | $4.03M | Buy |
30,890
+295
| +1% | +$38.4K | 1.59% | 34 |
|
|
2019
Q2 | $4.27M | Buy |
30,595
+100
| +0.3% | +$14K | 1.73% | 26 |
|
|
2019
Q1 | $3.39M | Buy |
30,495
+23,124
| +314% | +$2.57M | 1.41% | 38 |
|
|
2018
Q4 | $808K | Hold |
7,371
| – | – | 0.38% | 62 |
|
|
2018
Q3 | $861K | Sell |
7,371
-20
| -0.3% | -$2.34K | 0.39% | 63 |
|
|
2018
Q2 | $774K | Hold |
7,391
| – | – | 0.38% | 63 |
|
|
2018
Q1 | $742K | Hold |
7,391
| – | – | 0.38% | 61 |
|
|
2017
Q4 | $794K | Hold |
7,391
| – | – | 0.4% | 60 |
|
|
2017
Q3 | $728K | Buy |
7,391
+131
| +2% | +$12.9K | 0.37% | 62 |
|
|
2017
Q2 | $771K | Hold |
7,260
| – | – | 0.42% | 61 |
|
|
2017
Q1 | $823K | Hold |
7,260
| – | – | 0.45% | 59 |
|
|
2016
Q4 | $756K | Hold |
7,260
| – | – | 0.43% | 60 |
|
|
2016
Q3 | $674K | Hold |
7,260
| – | – | 0.39% | 63 |
|
|
2016
Q2 | $710K | Hold |
7,260
| – | – | 0.43% | 60 |
|
|
2016
Q1 | $720K | Hold |
7,260
| – | – | 0.45% | 62 |
|
|
2015
Q4 | $762K | Hold |
7,260
| – | – | 0.47% | 63 |
|
|
2015
Q3 | $741K | Hold |
7,260
| – | – | 0.49% | 67 |
|
|
2015
Q2 | $828K | Hold |
7,260
| – | – | 0.52% | 63 |
|
|
2015
Q1 | $761K | Sell |
7,260
-70
| -1% | -$7.34K | 0.48% | 63 |
|
|
2014
Q4 | $690K | Hold |
7,330
| – | – | 0.43% | 66 |
|
|
2014
Q3 | $652K | Hold |
7,330
| – | – | 0.44% | 65 |
|
|
2014
Q2 | $628K | Buy |
7,330
+560
| +8% | +$48K | 0.43% | 64 |
|
|
2014
Q1 | $542K | Hold |
6,770
| – | – | 0.4% | 66 |
|
|
2013
Q4 | $517K | Hold |
6,770
| – | – | 0.4% | 64 |
|
|
2013
Q3 | $436K | Hold |
6,770
| – | – | 0.37% | 65 |
|
|
2013
Q2 | $427K | Buy |
+6,770
| New | +$427K | 0.38% | 65 |
|