Charter Oak Capital Management’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
Q3 | $324K | Sell |
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|
2025
Q2 | $356K | Sell |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $327K | Sell |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $407K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $597K | Buy |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $674K | Buy |
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|
2021
Q1 | $662K | Buy |
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|
2020
Q4 | $641K | Buy |
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