Checchi Capital Advisers’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Buy |
17,062
+1,053
| +7% | +$111K | 0.11% | 154 |
|
|
2025
Q4 | $1.82M | Sell |
16,009
-251
| -2% | -$27.6K | 0.12% | 136 |
|
|
2025
Q3 | $1.86M | Sell |
16,260
-1,386
| -8% | -$163K | 0.13% | 128 |
|
|
2025
Q2 | $2.19M | Buy |
17,646
+46
| +0.3% | +$4.78K | 0.15% | 115 |
|
|
2025
Q1 | $1.74M | Buy |
17,600
+519
| +3% | +$55.8K | 0.12% | 139 |
|
|
2024
Q4 | $1.9M | Sell |
17,081
-38
| -0.2% | -$3.99K | 0.14% | 127 |
|
|
2024
Q3 | $1.65M | Buy |
17,119
+374
| +2% | +$34.4K | 0.12% | 138 |
|
|
2024
Q2 | $1.66M | Sell |
16,745
-685
| -4% | -$73.7K | 0.13% | 131 |
|
|
2024
Q1 | $2.13M | Sell |
17,430
-157
| -0.9% | -$16.4K | 0.17% | 111 |
|
|
2023
Q4 | $1.59M | Buy |
17,587
+1,871
| +12% | +$165K | 0.13% | 132 |
|
|
2023
Q3 | $1.27M | Sell |
15,716
-1,010
| -6% | -$86.3K | 0.12% | 145 |
|
|
2023
Q2 | $1.49M | Sell |
16,726
-2,094
| -11% | -$198K | 0.13% | 128 |
|
|
2023
Q1 | $1.88M | Sell |
18,820
-72
| -0.4% | -$7.26K | 0.18% | 107 |
|
|
2022
Q4 | $1.64M | Sell |
18,892
-2
| -0% | -$191 | 0.17% | 112 |
|
|
2022
Q3 | $1.78M | Buy |
18,894
+5,634
| +42% | +$603K | 0.19% | 111 |
|
|
2022
Q2 | $1.41M | Sell |
13,260
-1,361
| -9% | -$151K | 0.14% | 128 |
|
|
2022
Q1 | $2M | Buy |
14,621
+449
| +3% | +$64.9K | 0.21% | 91 |
|
|
2021
Q4 | $2.19M | Sell |
14,172
-1,072
| -7% | -$173K | 0.24% | 87 |
|
|
2021
Q3 | $2.58M | Buy |
15,244
+186
| +1% | +$33.2K | 0.32% | 69 |
|
|
2021
Q2 | $2.65M | Sell |
15,058
-8,342
| -36% | -$1.5M | 0.33% | 72 |
|
|
2021
Q1 | $4.32M | Sell |
23,400
-566
| -2% | -$104K | 0.59% | 40 |
|
|
2020
Q4 | $4.34M | Sell |
23,966
-1,010
| -4% | -$145K | 0.63% | 39 |
|
|
2020
Q3 | $3.1M | Buy |
24,976
+430
| +2% | +$53.7K | 0.54% | 48 |
|
|
2020
Q2 | $2.74M | Buy |
24,546
+1,823
| +8% | +$201K | 0.52% | 44 |
|
|
2020
Q1 | $2.19M | Buy |
22,723
+5,338
| +31% | +$675K | 0.47% | 50 |
|
|
2019
Q4 | $2.51M | Buy |
17,385
+253
| +1% | +$35.3K | 0.49% | 53 |
|
|
2019
Q3 | $2.23M | Sell |
17,132
-354
| -2% | -$48.9K | 0.47% | 55 |
|
|
2019
Q2 | $2.44M | Buy |
17,486
+1,467
| +9% | +$195K | 0.5% | 47 |
|
|
2019
Q1 | $1.78M | Buy |
16,019
+3,340
| +26% | +$373K | 0.39% | 69 |
|
|
2018
Q4 | $1.39M | Sell |
12,679
-2,144
| -14% | -$244K | 0.33% | 74 |
|
|
2018
Q3 | $1.73M | Buy |
14,823
+465
| +3% | +$51.8K | 0.36% | 73 |
|
|
2018
Q2 | $1.5M | Sell |
14,358
-23
| -0.2% | -$2.35K | 0.35% | 74 |
|
|
2018
Q1 | $1.44M | Buy |
14,381
+286
| +2% | +$30.4K | 0.35% | 76 |
|
|
2017
Q4 | $1.51M | Sell |
14,095
-13,198
| -48% | -$1.36M | 0.37% | 76 |
|
|
2017
Q3 | $2.69M | Sell |
27,293
-163
| -0.6% | -$16.8K | 0.72% | 33 |
|
|
2017
Q2 | $2.92M | Sell |
27,456
-3,039
| -10% | -$333K | 0.83% | 29 |
|
|
2017
Q1 | $3.46M | Buy |
30,495
+1,019
| +3% | +$112K | 0.95% | 21 |
|
|
2016
Q4 | $3.07M | Buy |
29,476
+107
| +0.4% | +$10.4K | 0.89% | 22 |
|
|
2016
Q3 | $2.73M | Sell |
29,369
-30
| -0.1% | -$2.87K | 0.8% | 29 |
|
|
2016
Q2 | $2.88M | Buy |
29,399
+310
| +1% | +$31K | 0.72% | 24 |
|
|
2016
Q1 | $2.89M | Sell |
29,089
-1,895
| -6% | -$183K | 0.77% | 22 |
|
|
2015
Q4 | $3.26M | Buy |
30,984
+1,851
| +6% | +$206K | 1.07% | 15 |
|
|
2015
Q3 | $2.98M | Buy |
29,133
+383
| +1% | +$41.7K | 0.97% | 16 |
|
|
2015
Q2 | $3.28M | Sell |
28,750
-1,216
| -4% | -$134K | 1.07% | 17 |
|
|
2015
Q1 | $3.14M | Buy |
29,966
+1,857
| +7% | +$187K | 1.07% | 18 |
|
|
2014
Q4 | $2.65M | Buy |
28,109
+836
| +3% | +$75.4K | 1% | 18 |
|
|
2014
Q3 | $2.43M | Buy |
27,273
+3,529
| +15% | +$311K | 1% | 21 |
|
|
2014
Q2 | $2.04M | Buy |
23,744
+1,141
| +5% | +$93.2K | 0.93% | 21 |
|
|
2014
Q1 | $1.81M | Buy |
22,603
+16,485
| +269% | +$1.28M | 1.11% | 21 |
|
|
2013
Q4 | $467K | Buy |
+6,118
| New | +$424K | 0.36% | 58 |
|
Other funds holding DIS
VCM
VPM
