Buckingham Strategic Wealth’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.18M | Buy |
42,070
+1,149
| +3% | +$124K | 0.04% | 160 |
|
|
2024
Q1 | $5.01M | Sell |
40,921
-1,093
| -3% | -$114K | 0.05% | 147 |
|
|
2023
Q4 | $3.79M | Sell |
42,014
-2,142
| -5% | -$189K | 0.05% | 162 |
|
|
2023
Q3 | $3.58M | Buy |
44,156
+2,695
| +7% | +$230K | 0.05% | 159 |
|
|
2023
Q2 | $3.7M | Buy |
41,461
+358
| +0.9% | +$33.9K | 0.05% | 154 |
|
|
2023
Q1 | $3.57M | Hold |
41,103
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $3.57M | Buy |
41,103
+3,882
| +10% | +$371K | 0.06% | 138 |
|
|
2022
Q3 | $3.51M | Buy |
37,221
+149
| +0.4% | +$15.9K | 0.07% | 127 |
|
|
2022
Q2 | $3.5M | Sell |
37,072
-2,447
| -6% | -$272K | 0.07% | 128 |
|
|
2022
Q1 | $5.42M | Sell |
39,519
-1,576
| -4% | -$228K | 0.11% | 101 |
|
|
2021
Q4 | $6.37M | Sell |
41,095
-204
| -0.5% | -$32.9K | 0.12% | 86 |
|
|
2021
Q3 | $6.99M | Buy |
41,299
+678
| +2% | +$121K | 0.14% | 83 |
|
|
2021
Q2 | $7.14M | Buy |
40,621
+6,757
| +20% | +$1.22M | 0.17% | 76 |
|
|
2021
Q1 | $6.25M | Sell |
33,864
-5,063
| -13% | -$934K | 0.31% | 69 |
|
|
2020
Q4 | $7.05M | Buy |
38,927
+9,953
| +34% | +$1.43M | 0.37% | 64 |
|
|
2020
Q3 | $3.6M | Buy |
28,974
+2,615
| +10% | +$327K | 0.28% | 76 |
|
|
2020
Q2 | $2.94M | Sell |
26,359
-7,360
| -22% | -$813K | 0.28% | 75 |
|
|
2020
Q1 | $3.26M | Buy |
33,719
+9,247
| +38% | +$1.17M | 0.31% | 70 |
|
|
2019
Q4 | $3.54M | Buy |
24,472
+516
| +2% | +$72K | 0.34% | 66 |
|
|
2019
Q3 | $3.12M | Buy |
23,956
+967
| +4% | +$134K | 0.34% | 64 |
|
|
2019
Q2 | $3.21M | Buy |
22,989
+2,022
| +10% | +$268K | 0.35% | 64 |
|
|
2019
Q1 | $2.33M | Buy |
20,967
+2,540
| +14% | +$284K | 0.29% | 75 |
|
|
2018
Q4 | $2.02M | Buy |
18,427
+403
| +2% | +$45.8K | 0.31% | 67 |
|
|
2018
Q3 | $2.11M | Sell |
18,024
-1,350
| -7% | -$150K | 0.32% | 64 |
|
|
2018
Q2 | $2.03M | Buy |
19,374
+4,566
| +31% | +$467K | 0.33% | 63 |
|
|
2018
Q1 | $1.49M | Sell |
14,808
-46
| -0.3% | -$4.89K | 0.29% | 77 |
|
|
2017
Q4 | $1.6M | Buy |
14,854
+3,218
| +28% | +$332K | 0.33% | 72 |
|
|
2017
Q3 | $1.15M | Buy |
11,636
+282
| +2% | +$29K | 0.27% | 83 |
|
|
2017
Q2 | $1.21M | Buy |
11,354
+51
| +0.5% | +$5.58K | 0.28% | 84 |
|
|
2017
Q1 | $1.28M | Buy |
11,303
+2,450
| +28% | +$270K | 0.37% | 53 |
|
|
2016
Q4 | $923K | Sell |
8,853
-1,681
| -16% | -$164K | 0.3% | 69 |
|
|
2016
Q3 | $978K | Buy |
10,534
+1,217
| +13% | +$117K | 0.33% | 59 |
|
|
2016
Q2 | $911K | Sell |
9,317
-6,620
| -42% | -$662K | 0.31% | 63 |
|
|
2016
Q1 | $1.58M | Sell |
15,937
-810
| -5% | -$78.2K | 0.52% | 39 |
|
|
2015
Q4 | $1.76M | Buy |
16,747
+9,845
| +143% | +$1.1M | 0.59% | 33 |
|
|
2015
Q3 | $705K | Buy |
6,902
+242
| +4% | +$26.4K | 0.25% | 73 |
|
|
2015
Q2 | $760K | Buy |
6,660
+1,140
| +21% | +$125K | 0.25% | 76 |
|
|
2015
Q1 | $579K | Buy |
5,520
+285
| +5% | +$28.8K | 0.22% | 84 |
|
|
2014
Q4 | $493K | Buy |
5,235
+118
| +2% | +$10.6K | 0.19% | 94 |
|
|
2014
Q3 | $456K | Sell |
5,117
-873
| -15% | -$77K | 0.19% | 82 |
|
|
2014
Q2 | $514K | Buy |
5,990
+29
| +0.5% | +$2.37K | 0.22% | 76 |
|
|
2014
Q1 | $477K | Sell |
5,961
-641
| -10% | -$49.7K | 0.22% | 72 |
|
|
2013
Q4 | $504K | Sell |
6,602
-2
| -0% | -$139 | 0.24% | 73 |
|
|
2013
Q3 | $426K | Buy |
6,604
+848
| +15% | +$54.4K | 0.23% | 72 |
|
|
2013
Q2 | $363K | Buy |
+5,756
| New | +$364K | 0.2% | 79 |
|
Other funds holding DIS
