Claret Asset 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
Q2 | $367K | Sell |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $248K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q4 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $222K | Sell |
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|
2019
Q2 | $279K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $237K | Buy |
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|
2018
Q2 | $204K | Buy |
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