Creative Planning’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 | $78.7M | Sell |
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|
2025
Q1 | $63.5M | Buy |
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|
2024
Q4 | $67.3M | Sell |
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|
2024
Q3 | $59.8M | Buy |
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|
2024
Q2 | $61M | Sell |
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|
2024
Q1 | $76.4M | Buy |
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|
2023
Q4 | $54.9M | Sell |
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|
2023
Q3 | $51.6M | Buy |
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|
2023
Q2 | $46.4M | Sell |
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|
2023
Q1 | $54.1M | Sell |
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|
2022
Q4 | $47.3M | Buy |
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|
2022
Q3 | $45.8M | Sell |
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|
2022
Q2 | $51.6M | Buy |
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|
2022
Q1 | $59.4M | Buy |
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|
2021
Q4 | $55.9M | Buy |
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|
2021
Q3 | $59.2M | Buy |
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|
2021
Q2 | $59.3M | Sell |
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|
2021
Q1 | $106M | Buy |
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|
2020
Q4 | $101M | Buy |
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|
2020
Q3 | $66.9M | Buy |
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|
2020
Q2 | $58.9M | Sell |
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|
2020
Q1 | $51.3M | Buy |
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|
2019
Q4 | $75.3M | Buy |
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|
2019
Q3 | $66.1M | Sell |
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|
2019
Q2 | $71.6M | Sell |
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|
2019
Q1 | $69.3M | Buy |
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|
2018
Q4 | $67.6M | Sell |
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|
2018
Q3 | $72.4M | Sell |
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|
2018
Q2 | $66.1M | Buy |
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|
2018
Q1 | $61.6M | Buy |
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|
2017
Q4 | $26.1M | Sell |
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|
2017
Q3 | $59.7M | Buy |
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|
2017
Q2 | $64.4M | Buy |
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|
2017
Q1 | $67.5M | Buy |
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|
2016
Q4 | $61.9M | Sell |
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|
2016
Q3 | $56M | Buy |
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|
2016
Q2 | $57.8M | Buy |
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|
2016
Q1 | $57.8M | Buy |
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|
2015
Q4 | $59.8M | Buy |
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|
2015
Q3 | $56.6M | Buy |
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|
2015
Q2 | $57.8M | Sell |
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|
2015
Q1 | $54.5M | Buy |
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|
2014
Q4 | $47.2M | Buy |
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|
2014
Q3 | $43.6M | Buy |
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|
2014
Q2 | $41M | Sell |
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|
2014
Q1 | $39.2M | Buy |
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|
2013
Q4 | $37.1M | Buy |
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|
2013
Q3 | $30.8M | Buy |
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|
2013
Q2 | $28.5M | Buy |
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