Bridges Investment 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 | $3.54M | Sell |
28,515
-151
| -0.5% | -$18.7K | 0.05% | 122 |
|
|
2025
Q1 | $2.83M | Buy |
28,666
+3,984
| +16% | +$393K | 0.04% | 132 |
|
|
2024
Q4 | $2.75M | Buy |
24,682
+8,715
| +55% | +$970K | 0.04% | 134 |
|
|
2024
Q3 | $1.54M | Buy |
15,967
+125
| +0.8% | +$12K | 0.02% | 164 |
|
|
2024
Q2 | $1.57M | Sell |
15,842
-2,089
| -12% | -$207K | 0.02% | 152 |
|
|
2024
Q1 | $2.19M | Sell |
17,931
-400
| -2% | -$48.9K | 0.07% | 105 |
|
|
2023
Q4 | $1.66M | Sell |
18,331
-723
| -4% | -$65.3K | 0.05% | 113 |
|
|
2023
Q3 | $1.54M | Sell |
19,054
-500
| -3% | -$40.5K | 0.05% | 116 |
|
|
2023
Q2 | $1.75M | Sell |
19,554
-665
| -3% | -$59.4K | 0.06% | 116 |
|
|
2023
Q1 | $2.02M | Sell |
20,219
-43
| -0.2% | -$4.31K | 0.07% | 111 |
|
|
2022
Q4 | $1.76M | Sell |
20,262
-1,409
| -7% | -$122K | 0.06% | 122 |
|
|
2022
Q3 | $2.04M | Sell |
21,671
-1,572
| -7% | -$148K | 0.08% | 114 |
|
|
2022
Q2 | $2.19M | Sell |
23,243
-7,558
| -25% | -$713K | 0.08% | 112 |
|
|
2022
Q1 | $4.22M | Sell |
30,801
-14,174
| -32% | -$1.94M | 0.13% | 89 |
|
|
2021
Q4 | $6.97M | Sell |
44,975
-17,202
| -28% | -$2.66M | 0.2% | 73 |
|
|
2021
Q3 | $10.5M | Sell |
62,177
-69,375
| -53% | -$11.7M | 0.33% | 65 |
|
|
2021
Q2 | $23.1M | Sell |
131,552
-157,587
| -55% | -$27.7M | 0.69% | 40 |
|
|
2021
Q1 | $53.4M | Buy |
289,139
+4,116
| +1% | +$759K | 1.56% | 20 |
|
|
2020
Q4 | $51.6M | Sell |
285,023
-5,625
| -2% | -$1.02M | 1.59% | 18 |
|
|
2020
Q3 | $36.1M | Sell |
290,648
-1,204
| -0.4% | -$149K | 1.22% | 25 |
|
|
2020
Q2 | $32.5M | Sell |
291,852
-5,398
| -2% | -$602K | 1.19% | 27 |
|
|
2020
Q1 | $28.7M | Buy |
297,250
+7,334
| +3% | +$708K | 1.3% | 22 |
|
|
2019
Q4 | $41.9M | Sell |
289,916
-13,939
| -5% | -$2.02M | 1.56% | 19 |
|
|
2019
Q3 | $39.6M | Sell |
303,855
-4,180
| -1% | -$545K | 1.51% | 18 |
|
|
2019
Q2 | $43M | Sell |
308,035
-2,104
| -0.7% | -$294K | 1.65% | 16 |
|
|
2019
Q1 | $34.4M | Buy |
310,139
+7,430
| +2% | +$825K | 1.41% | 19 |
|
|
2018
Q4 | $33.2M | Buy |
302,709
+91,050
| +43% | +$9.98M | 1.56% | 18 |
|
|
2018
Q3 | $24.8M | Buy |
211,659
+13,918
| +7% | +$1.63M | 1.22% | 21 |
|
|
2018
Q2 | $20.7M | Buy |
197,741
+4,942
| +3% | +$518K | 0.93% | 32 |
|
|
2018
Q1 | $19.4M | Buy |
192,799
+45,898
| +31% | +$4.61M | 0.89% | 32 |
|
|
2017
Q4 | $15.8M | Buy |
146,901
+5,102
| +4% | +$549K | 1.27% | 22 |
|
|
2017
Q3 | $14M | Buy |
141,799
+39,660
| +39% | +$3.91M | 1.32% | 20 |
|
|
2017
Q2 | $10.9M | Buy |
102,139
+862
| +0.9% | +$91.6K | 1.46% | 16 |
|
|
2017
Q1 | $11.5M | Sell |
101,277
-908
| -0.9% | -$103K | 1.59% | 14 |
|
|
2016
Q4 | $10.7M | Buy |
102,185
+12
| +0% | +$1.25K | 1.51% | 14 |
|
|
2016
Q3 | $9.49M | Buy |
102,173
+3,910
| +4% | +$363K | 1.58% | 17 |
|
|
2016
Q2 | $9.61M | Buy |
98,263
+3,524
| +4% | +$345K | 1.66% | 13 |
|
|
2016
Q1 | $9.41M | Buy |
94,739
+2,573
| +3% | +$256K | 1.71% | 12 |
|
|
2015
Q4 | $9.69M | Buy |
92,166
+221
| +0.2% | +$23.2K | 1.73% | 15 |
|
|
2015
Q3 | $10.5M | Hold |
91,945
| – | – | 1.82% | 12 |
|
|
2015
Q2 | $10.5M | Buy |
91,945
+934
| +1% | +$107K | 1.82% | 12 |
|
|
2015
Q1 | $9.55M | Buy |
91,011
+90
| +0.1% | +$9.44K | 1.67% | 15 |
|
|
2014
Q4 | $8.56M | Buy |
90,921
+8,130
| +10% | +$766K | 1.52% | 15 |
|
|
2014
Q3 | $7.37M | Buy |
82,791
+2,100
| +3% | +$187K | 1.38% | 19 |
|
|
2014
Q2 | $6.92M | Buy |
80,691
+2,289
| +3% | +$196K | 1.32% | 22 |
|
|
2014
Q1 | $6.28M | Buy |
78,402
+11,358
| +17% | +$909K | 1.31% | 20 |
|
|
2013
Q4 | $5.12M | Buy |
67,044
+1,670
| +3% | +$128K | 1.15% | 24 |
|
|
2013
Q3 | $4.22M | Buy |
65,374
+1,925
| +3% | +$124K | 1.05% | 27 |
|
|
2013
Q2 | $4.01M | Buy |
+63,449
| New | +$4.01M | 1.06% | 26 |
|