Boston Trust Walden’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 | $1.06M | Sell |
8,526
-50
| -0.6% | -$6.2K | 0.01% | 275 |
|
|
2025
Q1 | $846K | Sell |
8,576
-900
| -9% | -$88.8K | 0.01% | 286 |
|
|
2024
Q4 | $1.06M | Sell |
9,476
-229
| -2% | -$25.5K | 0.01% | 279 |
|
|
2024
Q3 | $934K | Sell |
9,705
-26
| -0.3% | -$2.5K | 0.01% | 287 |
|
|
2024
Q2 | $966K | Sell |
9,731
-425
| -4% | -$42.2K | 0.01% | 279 |
|
|
2024
Q1 | $1.24M | Buy |
10,156
+830
| +9% | +$102K | 0.01% | 269 |
|
|
2023
Q4 | $842K | Sell |
9,326
-108
| -1% | -$9.75K | 0.01% | 286 |
|
|
2023
Q3 | $765K | Sell |
9,434
-1,550
| -14% | -$126K | 0.01% | 286 |
|
|
2023
Q2 | $981K | Sell |
10,984
-880
| -7% | -$78.6K | 0.01% | 279 |
|
|
2023
Q1 | $1.19M | Sell |
11,864
-870
| -7% | -$87.1K | 0.01% | 268 |
|
|
2022
Q4 | $1.11M | Sell |
12,734
-22,701
| -64% | -$1.97M | 0.01% | 275 |
|
|
2022
Q3 | $3.34M | Sell |
35,435
-5,071
| -13% | -$478K | 0.03% | 237 |
|
|
2022
Q2 | $3.82M | Sell |
40,506
-26,187
| -39% | -$2.47M | 0.04% | 237 |
|
|
2022
Q1 | $9.15M | Sell |
66,693
-12,348
| -16% | -$1.69M | 0.08% | 212 |
|
|
2021
Q4 | $12.2M | Sell |
79,041
-8,711
| -10% | -$1.35M | 0.1% | 205 |
|
|
2021
Q3 | $14.8M | Sell |
87,752
-149,539
| -63% | -$25.3M | 0.13% | 190 |
|
|
2021
Q2 | $41.7M | Buy |
237,291
+22,344
| +10% | +$3.93M | 0.37% | 98 |
|
|
2021
Q1 | $39.7M | Buy |
214,947
+9,452
| +5% | +$1.74M | 0.38% | 92 |
|
|
2020
Q4 | $37.2M | Sell |
205,495
-8,422
| -4% | -$1.53M | 0.4% | 82 |
|
|
2020
Q3 | $26.5M | Buy |
213,917
+12,971
| +6% | +$1.61M | 0.33% | 99 |
|
|
2020
Q2 | $22.4M | Buy |
200,946
+13,365
| +7% | +$1.49M | 0.3% | 106 |
|
|
2020
Q1 | $18.1M | Buy |
187,581
+176,960
| +1,666% | +$17.1M | 0.29% | 112 |
|
|
2019
Q4 | $1.54M | Sell |
10,621
-367
| -3% | -$53.1K | 0.02% | 277 |
|
|
2019
Q3 | $1.43M | Sell |
10,988
-580
| -5% | -$75.6K | 0.02% | 279 |
|
|
2019
Q2 | $1.62M | Hold |
11,568
| – | – | 0.02% | 281 |
|
|
2019
Q1 | $1.28M | Sell |
11,568
-2,070
| -15% | -$230K | 0.02% | 290 |
|
|
2018
Q4 | $1.5M | Sell |
13,638
-224
| -2% | -$24.6K | 0.02% | 280 |
|
|
2018
Q3 | $1.62M | Sell |
13,862
-117
| -0.8% | -$13.7K | 0.02% | 280 |
|
|
2018
Q2 | $1.47M | Sell |
13,979
-3,743
| -21% | -$392K | 0.02% | 286 |
|
|
2018
Q1 | $1.78M | Buy |
17,722
+1,317
| +8% | +$132K | 0.03% | 273 |
|
|
2017
Q4 | $1.76M | Sell |
16,405
-989
| -6% | -$106K | 0.03% | 278 |
|
|
2017
Q3 | $1.72M | Sell |
17,394
-350
| -2% | -$34.5K | 0.03% | 287 |
|
|
2017
Q2 | $1.89M | Buy |
17,744
+1,205
| +7% | +$128K | 0.03% | 275 |
|
|
2017
Q1 | $1.88M | Buy |
16,539
+237
| +1% | +$26.9K | 0.03% | 268 |
|
|
2016
Q4 | $1.7M | Sell |
16,302
-456
| -3% | -$47.5K | 0.03% | 274 |
|
|
2016
Q3 | $1.56M | Buy |
16,758
+185
| +1% | +$17.2K | 0.03% | 274 |
|
|
2016
Q2 | $1.62M | Buy |
16,573
+170
| +1% | +$16.6K | 0.03% | 275 |
|
|
2016
Q1 | $1.63M | Sell |
16,403
-256
| -2% | -$25.4K | 0.03% | 275 |
|
|
2015
Q4 | $1.75M | Buy |
16,659
+350
| +2% | +$36.8K | 0.03% | 266 |
|
|
2015
Q3 | $1.67M | Buy |
16,309
+4,516
| +38% | +$462K | 0.03% | 273 |
|
|
2015
Q2 | $1.35M | Buy |
11,793
+1,456
| +14% | +$166K | 0.02% | 279 |
|
|
2015
Q1 | $1.08M | Buy |
10,337
+250
| +2% | +$26.2K | 0.02% | 279 |
|
|
2014
Q4 | $950K | Sell |
10,087
-1,218
| -11% | -$115K | 0.01% | 286 |
|
|
2014
Q3 | $1.01M | Sell |
11,305
-23
| -0.2% | -$2.05K | 0.02% | 282 |
|
|
2014
Q2 | $971K | Hold |
11,328
| – | – | 0.01% | 283 |
|
|
2014
Q1 | $907K | Sell |
11,328
-750
| -6% | -$60.1K | 0.01% | 263 |
|
|
2013
Q4 | $923K | Sell |
12,078
-175
| -1% | -$13.4K | 0.01% | 268 |
|
|
2013
Q3 | $790K | Hold |
12,253
| – | – | 0.01% | 264 |
|
|
2013
Q2 | $774K | Buy |
+12,253
| New | +$774K | 0.01% | 258 |
|