Chicago Partners Investment Group’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 | $990K | Sell |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $786K | Sell |
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|
2024
Q4 | $911K | Buy |
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|
2024
Q3 | $705K | Sell |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $776K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $614K | Buy |
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|
2023
Q2 | $627K | Buy |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $678K | Sell |
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|
2022
Q2 | $847K | Sell |
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|
2022
Q1 | $843K | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $735K | Buy |
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|
2020
Q3 | $407K | Sell |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $732K | Buy |
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|
2019
Q4 | $939K | Buy |
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|
2019
Q3 | $768K | Buy |
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|
2019
Q2 | $808K | Buy |
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|
2019
Q1 | $491K | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q2 | $1.02M | Buy |
|
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|
2018
Q1 | $885K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $950K | Sell |
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|
2017
Q2 | $1.35M | Buy |
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|
2017
Q1 | $427K | Buy |
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|
2016
Q4 | $356K | Sell |
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|
2016
Q3 | $520K | Sell |
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|
2016
Q2 | $572K | Hold |
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|
2016
Q1 | $581K | Sell |
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|
2015
Q4 | $632K | Buy |
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|
2015
Q3 | $370K | Buy |
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|
2015
Q2 | $133K | Buy |
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|
2015
Q1 | $68K | Buy |
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|
2014
Q4 | $59K | Buy |
|