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Buckley Wealth Management’s Walt Disney DIS Stock Holding History

Buckley Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,790
Closed -$219K – 103
2024
Q1 		$219K Buy
+1,790
New +$187K 0.07% 100
2023
Q3 		– Sell
-3,066
Closed -$274K – 111
2023
Q2 		$274K Buy
3,066
+597
+24% +$56.6K 0.09% 104
2023
Q1 		$247K Sell
2,469
-1,128
-31% -$114K 0.09% 96
2022
Q4 		$313K Buy
3,597
+67
+2% +$6.41K 0.11% 93
2022
Q3 		$333K Sell
3,530
-1,230
-26% -$132K 0.12% 97
2022
Q2 		$449K Sell
4,760
-10
-0.2% -$1.11K 0.14% 95
2022
Q1 		$654K Buy
4,770
+1,480
+45% +$214K 0.18% 89
2021
Q4 		$510K Buy
3,290
+785
+31% +$127K 0.15% 97
2021
Q3 		$424K Buy
2,505
+328
+15% +$58.5K 0.14% 99
2021
Q2 		$383K Buy
2,177
+245
+13% +$44.1K 0.13% 99
2021
Q1 		$356K Sell
1,932
-146
-7% -$26.9K 0.13% 99
2020
Q4 		$376K Sell
2,078
-2,550
-55% -$366K 0.15% 93
2020
Q3 		$574K Sell
4,628
-1,425
-24% -$178K 0.26% 65
2020
Q2 		$675K Sell
6,053
-1,273
-17% -$141K 0.31% 62
2020
Q1 		$708K Buy
7,326
+2,621
+56% +$331K 0.38% 49
2019
Q4 		$680K Sell
4,705
-46
-1% -$6.42K 0.31% 63
2019
Q3 		$619K Sell
4,751
-1,022
-18% -$141K 0.3% 61
2019
Q2 		$806K Buy
5,773
+592
+11% +$78.5K 0.38% 46
2019
Q1 		$575K Buy
5,181
+362
+8% +$40.5K 0.27% 77
2018
Q4 		$528K Buy
4,819
+463
+11% +$52.6K 0.27% 79
2018
Q3 		$509K Sell
4,356
-1
-0% -$111 0.22% 93
2018
Q2 		$457K Buy
4,357
+367
+9% +$37.5K 0.22% 97
2018
Q1 		$401K Buy
3,990
+412
+12% +$43.8K 0.2% 109
2017
Q4 		$385K Buy
+3,578
New +$369K 0.19% 112

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckley Wealth Management's DIS Position: Q2 2024 in Review

Buckley Wealth Management sold out of Walt Disney (DIS) in Q2 2024, closing a stake of 1,790 shares — an estimated $219K sold.

Buckley Wealth Management first reported a position in DIS in Q4 2017 and held it in 24 quarters. The position peaked at $806K in Q2 2019. 3,023 funds tracked by Wall St. Rank hold DIS as of Q2 2024.

  • Buckley Wealth Management reported no remaining Walt Disney position as of Q2 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 1,790 Walt Disney shares in Q2 2024, an estimated $219K.
  • Buckley Wealth Management first reported a position in Walt Disney in Q4 2017 and held it in 24 quarters.
  • Buckley Wealth Management's Walt Disney position peaked at $806K in Q2 2019.
  • 3,023 funds tracked by Wall St. Rank held Walt Disney as of Q2 2024.

Based on Buckley Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.