Cambridge Investment Research Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.5M | Buy |
318,322
+8,590
| +3% | +$1.07M | 0.12% | 161 |
|
|
2025
Q1 | $30.6M | Sell |
309,732
-30,642
| -9% | -$3.02M | 0.1% | 196 |
|
|
2024
Q4 | $37.9M | Sell |
340,374
-21,529
| -6% | -$2.4M | 0.13% | 153 |
|
|
2024
Q3 | $34.8M | Sell |
361,903
-23,276
| -6% | -$2.24M | 0.12% | 170 |
|
|
2024
Q2 | $38.2M | Sell |
385,179
-22,702
| -6% | -$2.25M | 0.14% | 135 |
|
|
2024
Q1 | $49.9M | Buy |
407,881
+11,696
| +3% | +$1.43M | 0.19% | 94 |
|
|
2023
Q4 | $35.8M | Sell |
396,185
-22,204
| -5% | -$2M | 0.15% | 126 |
|
|
2023
Q3 | $33.9M | Sell |
418,389
-16,200
| -4% | -$1.31M | 0.16% | 119 |
|
|
2023
Q2 | $38.8M | Sell |
434,589
-5,591
| -1% | -$499K | 0.18% | 107 |
|
|
2023
Q1 | $44.1M | Buy |
440,180
+24,717
| +6% | +$2.47M | 0.22% | 89 |
|
|
2022
Q4 | $36.1M | Sell |
415,463
-47,488
| -10% | -$4.13M | 0.19% | 101 |
|
|
2022
Q3 | $43.7M | Sell |
462,951
-29,335
| -6% | -$2.77M | 0.25% | 72 |
|
|
2022
Q2 | $46.5M | Sell |
492,286
-66,084
| -12% | -$6.24M | 0.25% | 73 |
|
|
2022
Q1 | $76.6M | Sell |
558,370
-24,896
| -4% | -$3.41M | 0.35% | 48 |
|
|
2021
Q4 | $90.3M | Buy |
583,266
+63,311
| +12% | +$9.81M | 0.4% | 42 |
|
|
2021
Q3 | $88M | Buy |
519,955
+13,197
| +3% | +$2.23M | 0.43% | 37 |
|
|
2021
Q2 | $89.1M | Buy |
506,758
+26,033
| +5% | +$4.58M | 0.43% | 39 |
|
|
2021
Q1 | $88.7M | Buy |
480,725
+25,164
| +6% | +$4.64M | 0.48% | 28 |
|
|
2020
Q4 | $82.5M | Sell |
455,561
-679
| -0.1% | -$123K | 0.48% | 29 |
|
|
2020
Q3 | $56.6M | Buy |
456,240
+3,145
| +0.7% | +$390K | 0.38% | 47 |
|
|
2020
Q2 | $50.5M | Sell |
453,095
-17,127
| -4% | -$1.91M | 0.38% | 48 |
|
|
2020
Q1 | $45.4M | Buy |
470,222
+58,968
| +14% | +$5.7M | 0.44% | 42 |
|
|
2019
Q4 | $59.5M | Buy |
411,254
+47,237
| +13% | +$6.83M | 0.46% | 30 |
|
|
2019
Q3 | $47.4M | Buy |
364,017
+20,198
| +6% | +$2.63M | 0.42% | 40 |
|
|
2019
Q2 | $48M | Buy |
343,819
+22,778
| +7% | +$3.18M | 0.44% | 36 |
|
|
2019
Q1 | $35.6M | Buy |
321,041
+22,817
| +8% | +$2.53M | 0.34% | 50 |
|
|
2018
Q4 | $32.7M | Buy |
298,224
+40,775
| +16% | +$4.47M | 0.36% | 50 |
|
|
2018
Q3 | $30.1M | Sell |
257,449
-10,785
| -4% | -$1.26M | 0.29% | 67 |
|
|
2018
Q2 | $28.1M | Sell |
268,234
-5,104
| -2% | -$535K | 0.3% | 65 |
|
|
2018
Q1 | $27.5M | Buy |
273,338
+21,192
| +8% | +$2.13M | 0.31% | 54 |
|
|
2017
Q4 | $27.1M | Sell |
252,146
-3,913
| -2% | -$421K | 0.32% | 52 |
|
|
2017
Q3 | $25.2M | Buy |
256,059
+12,744
| +5% | +$1.26M | 0.34% | 51 |
|
|
2017
Q2 | $25.9M | Buy |
243,315
+15,821
| +7% | +$1.68M | 0.38% | 43 |
|
|
2017
Q1 | $25.8M | Buy |
227,494
+16,992
| +8% | +$1.93M | 0.44% | 40 |
|
|
2016
Q4 | $21.9M | Buy |
+210,502
| New | +$21.9M | 0.41% | 47 |
|
|
2016
Q3 | – | Sell |
-194,810
| Closed | -$19.1M | – | 1753 |
|
|
2016
Q2 | $19.1M | Buy |
194,810
+13,360
| +7% | +$1.31M | 0.4% | 54 |
|
|
2016
Q1 | $18M | Buy |
181,450
+7,384
| +4% | +$733K | 0.41% | 53 |
|
|
2015
Q4 | $18.3M | Buy |
174,066
+28,072
| +19% | +$2.95M | 0.43% | 44 |
|
|
2015
Q3 | $14.9M | Buy |
145,994
+16,751
| +13% | +$1.71M | 0.43% | 48 |
|
|
2015
Q2 | $14.8M | Buy |
129,243
+13,636
| +12% | +$1.56M | 0.41% | 52 |
|
|
2015
Q1 | $12.1M | Buy |
115,607
+5,080
| +5% | +$533K | 0.35% | 55 |
|
|
2014
Q4 | $10.4M | Buy |
110,527
+15,361
| +16% | +$1.45M | 0.32% | 65 |
|
|
2014
Q3 | $8.47M | Buy |
95,166
+9,340
| +11% | +$832K | 0.25% | 85 |
|
|
2014
Q2 | $7.36M | Buy |
85,826
+15,986
| +23% | +$1.37M | 0.26% | 85 |
|
|
2014
Q1 | $5.59M | Buy |
69,840
+3,231
| +5% | +$259K | 0.21% | 104 |
|
|
2013
Q4 | $5.09M | Buy |
+66,609
| New | +$5.09M | 0.21% | 104 |
|
|
2013
Q3 | – | Sell |
-56,520
| Closed | -$3.57M | – | 1206 |
|
|
2013
Q2 | $3.57M | Buy |
+56,520
| New | +$3.57M | 0.18% | 119 |
|