Choate Investment Advisors’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 | $14.2M | Sell |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $15.2M | Buy |
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|
2024
Q3 | $7.9M | Buy |
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|
2024
Q2 | $7.61M | Buy |
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|
2024
Q1 | $9.07M | Buy |
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|
2023
Q4 | $6.02M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.71M | Buy |
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|
2023
Q1 | $3.48M | Buy |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $3.82M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $3.1M | Sell |
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|
2021
Q2 | $3.27M | Buy |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $2.04M | Sell |
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $2.39M | Sell |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $2.3M | Sell |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $1.56M | Sell |
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|
2018
Q3 | $1.71M | Buy |
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|
2018
Q2 | $1.48M | Sell |
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|
2018
Q1 | $1.51M | Sell |
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|
2017
Q4 | $1.62M | Sell |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.62M | Sell |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.6M | Hold |
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|
2016
Q3 | $1.43M | Buy |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $1.46M | Buy |
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|
2015
Q4 | $1.18M | Sell |
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|
2015
Q3 | $1.4M | Buy |
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|
2015
Q2 | $1.37M | Sell |
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|
2015
Q1 | $1.26M | Sell |
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|
2014
Q4 | $1.18M | Buy |
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|
2014
Q3 | $965K | Sell |
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|
2014
Q2 | $951K | Buy |
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|
2014
Q1 | $829K | Sell |
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|
2013
Q4 | $835K | Sell |
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|
2013
Q3 | $774K | Buy |
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|
2013
Q2 | $746K | Buy |
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