Cerity Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143M | Buy |
|
|||||
|
2025
Q1 | $111M | Buy |
|
|||||
|
2024
Q4 | $107M | Sell |
|
|||||
|
2024
Q3 | $98.7M | Buy |
|
|||||
|
2024
Q2 | $80.1M | Sell |
|
|||||
|
2024
Q1 | $117M | Buy |
|
|||||
|
2023
Q4 | $67.1M | Buy |
|
|||||
|
2023
Q3 | $48.1M | Sell |
|
|||||
|
2023
Q2 | $88.5M | Sell |
|
|||||
|
2023
Q1 | $300M | Buy |
|
|||||
|
2022
Q4 | $73.5M | Buy |
|
|||||
|
2022
Q3 | $39.8M | Buy |
|
|||||
|
2022
Q2 | $39.4M | Buy |
|
|||||
|
2022
Q1 | $38.3M | Buy |
|
|||||
|
2021
Q4 | $39.5M | Sell |
|
|||||
|
2021
Q3 | $37.6M | Buy |
|
|||||
|
2021
Q2 | $36.3M | Buy |
|
|||||
|
2021
Q1 | $37.3M | Buy |
|
|||||
|
2020
Q4 | $27.9M | Buy |
|
|||||
|
2020
Q3 | $15M | Buy |
|
|||||
|
2020
Q2 | $10.4M | Sell |
|
|||||
|
2020
Q1 | $9.93M | Buy |
|
|||||
|
2019
Q4 | $13M | Sell |
|
|||||
|
2019
Q3 | $12.9M | Buy |
|
|||||
|
2019
Q2 | $12.3M | Buy |
|
|||||
|
2019
Q1 | $5.29M | Sell |
|
|||||
|
2018
Q4 | $5.54M | Buy |
|
|||||
|
2018
Q3 | $5.13M | Sell |
|
|||||
|
2018
Q2 | $4.64M | Buy |
|
|||||
|
2018
Q1 | $4.34M | Buy |
|
|||||
|
2017
Q4 | $4.22M | Sell |
|
|||||
|
2017
Q3 | $3.89M | Sell |
|
|||||
|
2017
Q2 | $4.8M | Buy |
|
|||||
|
2017
Q1 | $4.17M | Buy |
|
|||||
|
2016
Q4 | $494K | Buy |
|