Choate Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2M | Sell |
114,702
-26,889
| -19% | -$3.33M | 0.31% | 43 |
|
|
2025
Q1 | $14M | Buy |
141,591
+4,969
| +4% | +$490K | 0.35% | 42 |
|
|
2024
Q4 | $15.2M | Buy |
136,622
+54,529
| +66% | +$6.07M | 0.37% | 37 |
|
|
2024
Q3 | $7.9M | Buy |
82,093
+5,404
| +7% | +$520K | 0.2% | 65 |
|
|
2024
Q2 | $7.61M | Buy |
76,689
+2,559
| +3% | +$254K | 0.2% | 67 |
|
|
2024
Q1 | $9.07M | Buy |
74,130
+7,511
| +11% | +$919K | 0.24% | 56 |
|
|
2023
Q4 | $6.02M | Buy |
66,619
+17,994
| +37% | +$1.62M | 0.19% | 66 |
|
|
2023
Q3 | $3.94M | Buy |
48,625
+7,080
| +17% | +$574K | 0.15% | 63 |
|
|
2023
Q2 | $3.71M | Buy |
41,545
+6,743
| +19% | +$602K | 0.16% | 59 |
|
|
2023
Q1 | $3.48M | Buy |
34,802
+2,195
| +7% | +$220K | 0.17% | 58 |
|
|
2022
Q4 | $2.83M | Buy |
32,607
+1,331
| +4% | +$116K | 0.17% | 63 |
|
|
2022
Q3 | $2.95M | Buy |
31,276
+4,231
| +16% | +$399K | 0.19% | 53 |
|
|
2022
Q2 | $2.55M | Sell |
27,045
-809
| -3% | -$76.4K | 0.16% | 61 |
|
|
2022
Q1 | $3.82M | Buy |
27,854
+8,733
| +46% | +$1.2M | 0.2% | 46 |
|
|
2021
Q4 | $2.96M | Buy |
19,121
+823
| +4% | +$127K | 0.17% | 60 |
|
|
2021
Q3 | $3.1M | Sell |
18,298
-325
| -2% | -$55K | 0.2% | 51 |
|
|
2021
Q2 | $3.27M | Buy |
18,623
+1,582
| +9% | +$278K | 0.2% | 50 |
|
|
2021
Q1 | $3.15M | Buy |
17,041
+558
| +3% | +$103K | 0.19% | 50 |
|
|
2020
Q4 | $2.99M | Buy |
16,483
+34
| +0.2% | +$6.16K | 0.18% | 49 |
|
|
2020
Q3 | $2.04M | Sell |
16,449
-310
| -2% | -$38.5K | 0.13% | 66 |
|
|
2020
Q2 | $1.87M | Buy |
16,759
+2
| +0% | +$223 | 0.14% | 65 |
|
|
2020
Q1 | $1.62M | Buy |
16,757
+213
| +1% | +$20.6K | 0.13% | 71 |
|
|
2019
Q4 | $2.39M | Sell |
16,544
-37
| -0.2% | -$5.35K | 0.15% | 71 |
|
|
2019
Q3 | $2.16M | Buy |
16,581
+87
| +0.5% | +$11.3K | 0.13% | 73 |
|
|
2019
Q2 | $2.3M | Sell |
16,494
-839
| -5% | -$117K | 0.14% | 72 |
|
|
2019
Q1 | $1.92M | Buy |
17,333
+3,086
| +22% | +$343K | 0.11% | 80 |
|
|
2018
Q4 | $1.56M | Sell |
14,247
-360
| -2% | -$39.5K | 0.1% | 83 |
|
|
2018
Q3 | $1.71M | Buy |
14,607
+531
| +4% | +$62.1K | 0.09% | 68 |
|
|
2018
Q2 | $1.48M | Sell |
14,076
-1,002
| -7% | -$105K | 0.09% | 89 |
|
|
2018
Q1 | $1.51M | Sell |
15,078
-13
| -0.1% | -$1.31K | 0.08% | 95 |
|
|
2017
Q4 | $1.62M | Sell |
15,091
-140
| -0.9% | -$15.1K | 0.08% | 95 |
|
|
2017
Q3 | $1.5M | Buy |
15,231
+17
| +0.1% | +$1.68K | 0.08% | 95 |
|
|
2017
Q2 | $1.62M | Sell |
15,214
-100
| -0.7% | -$10.6K | 0.09% | 86 |
|
|
2017
Q1 | $1.74M | Sell |
15,314
-65
| -0.4% | -$7.37K | 0.1% | 88 |
|
|
2016
Q4 | $1.6M | Hold |
15,379
| – | – | 0.1% | 85 |
|
|
2016
Q3 | $1.43M | Buy |
15,379
+776
| +5% | +$72.1K | 0.09% | 94 |
|
|
2016
Q2 | $1.43M | Sell |
14,603
-138
| -0.9% | -$13.5K | 0.1% | 89 |
|
|
2016
Q1 | $1.46M | Buy |
14,741
+2,167
| +17% | +$215K | 0.1% | 90 |
|
|
2015
Q4 | $1.18M | Sell |
12,574
-1,095
| -8% | -$103K | 0.09% | 108 |
|
|
2015
Q3 | $1.4M | Buy |
13,669
+1,666
| +14% | +$170K | 0.1% | 87 |
|
|
2015
Q2 | $1.37M | Sell |
12,003
-26
| -0.2% | -$2.97K | 0.08% | 92 |
|
|
2015
Q1 | $1.26M | Sell |
12,029
-545
| -4% | -$57.2K | 0.07% | 102 |
|
|
2014
Q4 | $1.18M | Buy |
12,574
+1,736
| +16% | +$164K | 0.07% | 108 |
|
|
2014
Q3 | $965K | Sell |
10,838
-185
| -2% | -$16.5K | 0.06% | 123 |
|
|
2014
Q2 | $951K | Buy |
11,023
+664
| +6% | +$57.3K | 0.06% | 129 |
|
|
2014
Q1 | $829K | Sell |
10,359
-570
| -5% | -$45.6K | 0.05% | 143 |
|
|
2013
Q4 | $835K | Sell |
10,929
-1,068
| -9% | -$81.6K | 0.05% | 129 |
|
|
2013
Q3 | $774K | Buy |
11,997
+185
| +2% | +$11.9K | 0.06% | 134 |
|
|
2013
Q2 | $746K | Buy |
+11,812
| New | +$746K | 0.06% | 131 |
|