Coldstream Capital 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 | $4.68M | Buy |
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2025
Q1 | $3.53M | Sell |
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2024
Q4 | $4.52M | Sell |
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2024
Q3 | $4.62M | Buy |
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2024
Q2 | $2.86M | Sell |
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2024
Q1 | $3.56M | Buy |
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2023
Q4 | $2.57M | Buy |
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2023
Q3 | $1.77M | Sell |
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2023
Q2 | $2.13M | Sell |
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2023
Q1 | $2.64M | Sell |
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2022
Q4 | $2.36M | Buy |
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2022
Q2 | $2.59M | Buy |
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2022
Q1 | $3.51M | Sell |
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2021
Q4 | $4.22M | Buy |
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2021
Q3 | $1.97M | Sell |
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2021
Q2 | $2.91M | Buy |
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2021
Q1 | $2.99M | Sell |
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2020
Q4 | $3M | Buy |
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2020
Q3 | $1.4M | Sell |
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2020
Q2 | $3.83M | Buy |
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2020
Q1 | $2.77M | Sell |
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2019
Q4 | $4.58M | Buy |
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2019
Q3 | $4.05M | Sell |
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2019
Q2 | $4.48M | Buy |
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2019
Q1 | $3.53M | Buy |
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2018
Q4 | $3.46M | Sell |
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2018
Q3 | $3.7M | Buy |
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2018
Q2 | $3.01M | Buy |
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2018
Q1 | $2.7M | Buy |
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2017
Q4 | $2.79M | Buy |
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2017
Q3 | $2.4M | Buy |
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2017
Q2 | $2.45M | Buy |
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2017
Q1 | $2.42M | Buy |
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2016
Q4 | $530K | Buy |
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2016
Q3 | $328K | Sell |
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2016
Q2 | $482K | Buy |
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2016
Q1 | $456K | Sell |
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2015
Q4 | $574K | Buy |
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2015
Q3 | $472K | Sell |
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2015
Q2 | $535K | Buy |
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2015
Q1 | $259K | Sell |
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2014
Q4 | $274K | Hold |
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2014
Q3 | $259K | Buy |
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