Corient Private Wealth’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163M | Sell |
1,321,601
-203,790
| -13% | -$25.1M | 0.17% | 111 |
|
|
2025
Q1 | $151M | Sell |
1,525,391
-152,638
| -9% | -$15.1M | 0.25% | 91 |
|
|
2024
Q4 | $184M | Sell |
1,678,029
-84,479
| -5% | -$9.26M | 0.31% | 70 |
|
|
2024
Q3 | $170M | Sell |
1,762,508
-41,669
| -2% | -$4.01M | 0.26% | 86 |
|
|
2024
Q2 | $179M | Sell |
1,804,177
-28,183
| -2% | -$2.8M | 0.31% | 66 |
|
|
2024
Q1 | $224M | Buy |
1,832,360
+11,194
| +0.6% | +$1.37M | 0.4% | 53 |
|
|
2023
Q4 | $164M | Buy |
1,821,166
+17,791
| +1% | +$1.61M | 0.3% | 71 |
|
|
2023
Q3 | $146M | Sell |
1,803,375
-118,710
| -6% | -$9.62M | 0.34% | 67 |
|
|
2023
Q2 | $172M | Buy |
1,922,085
+23,706
| +1% | +$2.12M | 0.4% | 60 |
|
|
2023
Q1 | $190M | Buy |
1,898,379
+557,047
| +42% | +$55.8M | 0.51% | 43 |
|
|
2022
Q4 | $116M | Buy |
+1,341,332
| New | +$116M | 0.42% | 63 |
|