Bristlecone Advisors’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
$3.63M Sell
29,275
-12,711
-30% -$1.58M 0.3% 65
2025
Q1
$4.14M Sell
41,986
-670
-2% -$66.1K 0.34% 62
2024
Q4
$4.75M Buy
42,656
+194
+0.5% +$21.6K 0.37% 53
2024
Q3
$4.08M Buy
42,462
+1,233
+3% +$119K 0.33% 64
2024
Q2
$4.09M Buy
41,229
+1,674
+4% +$166K 0.35% 61
2024
Q1
$4.84M Buy
39,555
+667
+2% +$81.6K 0.43% 52
2023
Q4
$3.51M Buy
38,888
+590
+2% +$53.3K 0.35% 60
2023
Q3
$3.1M Buy
38,298
+3,200
+9% +$259K 0.35% 61
2023
Q2
$3.13M Sell
35,098
-1,047
-3% -$93.5K 0.31% 56
2023
Q1
$3.62M Buy
36,145
+4,002
+12% +$401K 0.4% 50
2022
Q4
$2.79M Buy
32,143
+687
+2% +$59.7K 0.34% 63
2022
Q3
$2.97M Buy
31,456
+664
+2% +$62.6K 0.39% 52
2022
Q2
$2.91M Buy
30,792
+7,086
+30% +$669K 0.36% 57
2022
Q1
$3.25M Buy
23,706
+1,855
+8% +$254K 0.4% 54
2021
Q4
$3.38M Sell
21,851
-601
-3% -$93.1K 0.41% 58
2021
Q3
$3.8M Buy
22,452
+50
+0.2% +$8.46K 0.5% 47
2021
Q2
$3.94M Buy
22,402
+291
+1% +$51.2K 0.53% 45
2021
Q1
$4.08M Buy
22,111
+44
+0.2% +$8.12K 0.62% 39
2020
Q4
$4M Buy
22,067
+35
+0.2% +$6.34K 0.64% 36
2020
Q3
$2.73M Sell
22,032
-1,015
-4% -$126K 0.5% 50
2020
Q2
$2.57M Sell
23,047
-5,106
-18% -$569K 0.52% 55
2020
Q1
$2.72M Sell
28,153
-1,576
-5% -$152K 0.65% 36
2019
Q4
$4.3M Buy
29,729
+2,410
+9% +$349K 0.86% 28
2019
Q3
$3.56M Sell
27,319
-1,718
-6% -$224K 0.87% 29
2019
Q2
$4.06M Buy
29,037
+1,869
+7% +$261K 0.96% 24
2019
Q1
$3.02M Buy
27,168
+3,860
+17% +$429K 0.85% 30
2018
Q4
$2.56M Buy
23,308
+1,305
+6% +$143K 0.77% 35
2018
Q3
$2.57M Buy
22,003
+7,784
+55% +$910K 0.65% 41
2018
Q2
$1.49M Sell
14,219
-1,861
-12% -$195K 0.5% 52
2018
Q1
$1.62M Sell
16,080
-4,946
-24% -$497K 0.54% 51
2017
Q4
$2.26M Sell
21,026
-1,466
-7% -$158K 0.72% 39
2017
Q3
$2.22M Sell
22,492
-1,124
-5% -$111K 0.72% 39
2017
Q2
$2.51M Sell
23,616
-14
-0.1% -$1.49K 0.85% 36
2017
Q1
$2.68M Sell
23,630
-179
-0.8% -$20.3K 0.94% 26
2016
Q4
$2.48M Sell
23,809
-2,639
-10% -$275K 0.88% 30
2016
Q3
$2.46M Sell
26,448
-303
-1% -$28.1K 0.88% 30
2016
Q2
$2.62M Sell
26,751
-733
-3% -$71.7K 0.97% 31
2016
Q1
$2.73M Buy
27,484
+5,590
+26% +$555K 1.08% 23
2015
Q4
$2.3M Buy
+21,894
New +$2.3M 0.97% 26