Court Place Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
9,039
-330
| -4% | -$40.9K | 0.35% | 61 |
|
|
2025
Q1 | $925K | Sell |
9,369
-117
| -1% | -$11.5K | 0.31% | 71 |
|
|
2024
Q4 | $1.06M | Sell |
9,486
-375
| -4% | -$41.8K | 0.34% | 63 |
|
|
2024
Q3 | $949K | Sell |
9,861
-547
| -5% | -$52.6K | 0.28% | 75 |
|
|
2024
Q2 | $1.03M | Sell |
10,408
-1,011
| -9% | -$100K | 0.32% | 68 |
|
|
2024
Q1 | $1.4M | Sell |
11,419
-1,428
| -11% | -$175K | 0.45% | 52 |
|
|
2023
Q4 | $1.16M | Sell |
12,847
-768
| -6% | -$69.3K | 0.38% | 62 |
|
|
2023
Q3 | $1.1M | Sell |
13,615
-415
| -3% | -$33.6K | 0.39% | 63 |
|
|
2023
Q2 | $1.25M | Sell |
14,030
-695
| -5% | -$62.1K | 0.44% | 58 |
|
|
2023
Q1 | $1.47M | Sell |
14,725
-610
| -4% | -$61.1K | 0.53% | 50 |
|
|
2022
Q4 | $1.33M | Sell |
15,335
-1,686
| -10% | -$146K | 0.48% | 52 |
|
|
2022
Q3 | $1.61M | Sell |
17,021
-70
| -0.4% | -$6.61K | 0.65% | 41 |
|
|
2022
Q2 | $1.61M | Sell |
17,091
-555
| -3% | -$52.4K | 0.61% | 43 |
|
|
2022
Q1 | $2.42M | Sell |
17,646
-1,170
| -6% | -$160K | 0.78% | 35 |
|
|
2021
Q4 | $2.91M | Sell |
18,816
-560
| -3% | -$86.7K | 0.8% | 33 |
|
|
2021
Q3 | $3.28M | Buy |
19,376
+1,530
| +9% | +$259K | 0.97% | 26 |
|
|
2021
Q2 | $3.14M | Hold |
17,846
| – | – | 0.91% | 28 |
|
|
2021
Q1 | $3.29M | Hold |
17,846
| – | – | 1.02% | 27 |
|
|
2020
Q4 | $3.23M | Sell |
17,846
-865
| -5% | -$157K | 1.08% | 24 |
|
|
2020
Q3 | $2.32M | Sell |
18,711
-167
| -0.9% | -$20.7K | 0.87% | 29 |
|
|
2020
Q2 | $2.11M | Sell |
18,878
-200
| -1% | -$22.3K | 0.82% | 32 |
|
|
2020
Q1 | $1.84M | Buy |
19,078
+1,953
| +11% | +$189K | 0.83% | 34 |
|
|
2019
Q4 | $2.48M | Buy |
17,125
+619
| +4% | +$89.5K | 0.89% | 33 |
|
|
2019
Q3 | $2.15M | Sell |
16,506
-289
| -2% | -$37.7K | 0.83% | 34 |
|
|
2019
Q2 | $2.35M | Buy |
16,795
+1,575
| +10% | +$220K | 0.92% | 29 |
|
|
2019
Q1 | $1.69M | Buy |
15,220
+522
| +4% | +$58K | 0.68% | 39 |
|
|
2018
Q4 | $1.61M | Buy |
14,698
+235
| +2% | +$25.8K | 0.73% | 38 |
|
|
2018
Q3 | $1.69M | Buy |
14,463
+1,261
| +10% | +$147K | 0.64% | 42 |
|
|
2018
Q2 | $1.38M | Sell |
13,202
-336
| -2% | -$35.2K | 0.57% | 50 |
|
|
2018
Q1 | $1.36M | Buy |
13,538
+794
| +6% | +$79.8K | 0.57% | 50 |
|
|
2017
Q4 | $1.37M | Buy |
12,744
+530
| +4% | +$57K | 0.57% | 51 |
|
|
2017
Q3 | $1.2M | Sell |
12,214
-348
| -3% | -$34.3K | 0.54% | 52 |
|
|
2017
Q2 | $1.34M | Buy |
12,562
+70
| +0.6% | +$7.44K | 0.63% | 44 |
|
|
2017
Q1 | $1.42M | Sell |
12,492
-394
| -3% | -$44.7K | 0.7% | 42 |
|
|
2016
Q4 | $1.34M | Buy |
12,886
+1,357
| +12% | +$141K | 0.7% | 42 |
|
|
2016
Q3 | $1.07M | Buy |
11,529
+4,202
| +57% | +$390K | 0.6% | 46 |
|
|
2016
Q2 | $717K | Buy |
7,327
+276
| +4% | +$27K | 0.42% | 60 |
|
|
2016
Q1 | $700K | Buy |
7,051
+1
| +0% | +$99 | 0.43% | 57 |
|
|
2015
Q4 | $741K | Buy |
7,050
+50
| +0.7% | +$5.26K | 0.47% | 52 |
|
|
2015
Q3 | $715K | Buy |
7,000
+302
| +5% | +$30.8K | 0.49% | 53 |
|
|
2015
Q2 | $765K | Hold |
6,698
| – | – | 0.49% | 55 |
|
|
2015
Q1 | $703K | Buy |
6,698
+2
| +0% | +$210 | 0.45% | 56 |
|
|
2014
Q4 | $631K | Hold |
6,696
| – | – | 0.41% | 61 |
|
|
2014
Q3 | $596K | Hold |
6,696
| – | – | 0.41% | 60 |
|
|
2014
Q2 | $574K | Hold |
6,696
| – | – | 0.4% | 63 |
|
|
2014
Q1 | $536K | Buy |
6,696
+3
| +0% | +$240 | 0.39% | 63 |
|
|
2013
Q4 | $511K | Buy |
+6,693
| New | +$511K | 0.39% | 62 |
|