Clifford Swan Investment Counsel’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 | $17.3M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $15.1M | Sell |
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|
2024
Q2 | $16.3M | Sell |
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|
2024
Q1 | $20.3M | Sell |
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|
2023
Q4 | $15.4M | Sell |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $16.7M | Sell |
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|
2022
Q4 | $14.7M | Sell |
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|
2022
Q3 | $16.3M | Sell |
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|
2022
Q2 | $17M | Buy |
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|
2022
Q1 | $24.5M | Sell |
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|
2021
Q4 | $28.5M | Sell |
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|
2021
Q3 | $31.7M | Buy |
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|
2021
Q2 | $32.1M | Sell |
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|
2021
Q1 | $35.8M | Sell |
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|
2020
Q4 | $37.2M | Sell |
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|
2020
Q3 | $27M | Sell |
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|
2020
Q2 | $24.8M | Sell |
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|
2020
Q1 | $22.5M | Buy |
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|
2019
Q4 | $32M | Sell |
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|
2019
Q3 | $29M | Sell |
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|
2019
Q2 | $31.5M | Sell |
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|
2019
Q1 | $25.1M | Buy |
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|
2018
Q4 | $24.2M | Sell |
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|
2018
Q3 | $26.2M | Buy |
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|
2018
Q2 | $23.3M | Buy |
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|
2018
Q1 | $21.5M | Buy |
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|
2017
Q4 | $20.2M | Buy |
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|
2017
Q3 | $15.9M | Buy |
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|
2017
Q2 | $13.9M | Buy |
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|
2017
Q1 | $14.6M | Buy |
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|
2016
Q4 | $13.3M | Buy |
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|
2016
Q3 | $11.5M | Buy |
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|
2016
Q2 | $10.2M | Sell |
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|
2016
Q1 | $11.1M | Buy |
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|
2015
Q4 | $10.2M | Buy |
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|
2015
Q3 | $9.36M | Buy |
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|
2015
Q2 | $9.46M | Sell |
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|
2015
Q1 | $8.8M | Buy |
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|
2014
Q4 | $7.88M | Buy |
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|
2014
Q3 | $7.21M | Buy |
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|
2014
Q2 | $6.92M | Buy |
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|
2014
Q1 | $6.39M | Buy |
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|
2013
Q4 | $5.93M | Sell |
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|
2013
Q3 | $5.04M | Sell |
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|
2013
Q2 | $4.97M | Buy |
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