Creative Planning’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.7M | Sell |
634,931
-8,101
| -1% | -$1M | 0.07% | 118 |
|
|
2025
Q1 | $63.5M | Buy |
643,032
+38,615
| +6% | +$3.81M | 0.06% | 131 |
|
|
2024
Q4 | $67.3M | Sell |
604,417
-51,295
| -8% | -$5.71M | 0.07% | 115 |
|
|
2024
Q3 | $59.8M | Buy |
655,712
+41,272
| +7% | +$3.77M | 0.06% | 127 |
|
|
2024
Q2 | $61M | Sell |
614,440
-10,346
| -2% | -$1.03M | 0.07% | 114 |
|
|
2024
Q1 | $76.4M | Buy |
624,786
+16,568
| +3% | +$2.03M | 0.08% | 102 |
|
|
2023
Q4 | $54.9M | Sell |
608,218
-27,828
| -4% | -$2.51M | 0.1% | 116 |
|
|
2023
Q3 | $51.6M | Buy |
636,046
+116,400
| +22% | +$9.43M | 0.07% | 120 |
|
|
2023
Q2 | $46.4M | Sell |
519,646
-21,117
| -4% | -$1.89M | 0.06% | 122 |
|
|
2023
Q1 | $54.1M | Sell |
540,763
-3,740
| -0.7% | -$374K | 0.08% | 110 |
|
|
2022
Q4 | $47.3M | Buy |
544,503
+59,160
| +12% | +$5.14M | 0.07% | 114 |
|
|
2022
Q3 | $45.8M | Sell |
485,343
-60,969
| -11% | -$5.75M | 0.08% | 104 |
|
|
2022
Q2 | $51.6M | Buy |
546,312
+113,047
| +26% | +$10.7M | 0.09% | 102 |
|
|
2022
Q1 | $59.4M | Buy |
433,265
+72,264
| +20% | +$9.91M | 0.09% | 94 |
|
|
2021
Q4 | $55.9M | Buy |
361,001
+10,831
| +3% | +$1.68M | 0.09% | 90 |
|
|
2021
Q3 | $59.2M | Buy |
350,170
+12,687
| +4% | +$2.15M | 0.11% | 76 |
|
|
2021
Q2 | $59.3M | Sell |
337,483
-236,098
| -41% | -$41.5M | 0.11% | 79 |
|
|
2021
Q1 | $106M | Buy |
573,581
+15,828
| +3% | +$2.92M | 0.21% | 54 |
|
|
2020
Q4 | $101M | Buy |
557,753
+18,416
| +3% | +$3.34M | 0.22% | 50 |
|
|
2020
Q3 | $66.9M | Buy |
539,337
+11,557
| +2% | +$1.43M | 0.17% | 57 |
|
|
2020
Q2 | $58.9M | Sell |
527,780
-3,736
| -0.7% | -$417K | 0.17% | 56 |
|
|
2020
Q1 | $51.3M | Buy |
531,516
+10,920
| +2% | +$1.05M | 0.18% | 52 |
|
|
2019
Q4 | $75.3M | Buy |
520,596
+13,522
| +3% | +$1.96M | 0.23% | 41 |
|
|
2019
Q3 | $66.1M | Sell |
507,074
-5,646
| -1% | -$736K | 0.22% | 46 |
|
|
2019
Q2 | $71.6M | Sell |
512,720
-111,174
| -18% | -$15.5M | 0.24% | 42 |
|
|
2019
Q1 | $69.3M | Buy |
623,894
+7,579
| +1% | +$841K | 0.25% | 41 |
|
|
2018
Q4 | $67.6M | Sell |
616,315
-3,142
| -0.5% | -$345K | 0.28% | 38 |
|
|
2018
Q3 | $72.4M | Sell |
619,457
-11,529
| -2% | -$1.35M | 0.27% | 41 |
|
|
2018
Q2 | $66.1M | Buy |
630,986
+17,722
| +3% | +$1.86M | 0.26% | 42 |
|
|
2018
Q1 | $61.6M | Buy |
613,264
+370,620
| +153% | +$37.2M | 0.25% | 44 |
|
|
2017
Q4 | $26.1M | Sell |
242,644
-363,208
| -60% | -$39M | 0.11% | 77 |
|
|
2017
Q3 | $59.7M | Buy |
605,852
+89
| +0% | +$8.77K | 0.28% | 41 |
|
|
2017
Q2 | $64.4M | Buy |
605,763
+10,842
| +2% | +$1.15M | 0.33% | 37 |
|
|
2017
Q1 | $67.5M | Buy |
594,921
+544
| +0.1% | +$61.7K | 0.37% | 35 |
|
|
2016
Q4 | $61.9M | Sell |
594,377
-8,703
| -1% | -$907K | 0.38% | 35 |
|
|
2016
Q3 | $56M | Buy |
603,080
+11,921
| +2% | +$1.11M | 0.36% | 35 |
|
|
2016
Q2 | $57.8M | Buy |
591,159
+9,539
| +2% | +$933K | 0.42% | 34 |
|
|
2016
Q1 | $57.8M | Buy |
581,620
+12,285
| +2% | +$1.22M | 0.45% | 34 |
|
|
2015
Q4 | $59.8M | Buy |
569,335
+15,495
| +3% | +$1.63M | 0.49% | 32 |
|
|
2015
Q3 | $56.6M | Buy |
553,840
+47,409
| +9% | +$4.85M | 0.5% | 34 |
|
|
2015
Q2 | $57.8M | Sell |
506,431
-12,983
| -2% | -$1.48M | 0.52% | 32 |
|
|
2015
Q1 | $54.5M | Buy |
519,414
+18,183
| +4% | +$1.91M | 0.51% | 31 |
|
|
2014
Q4 | $47.2M | Buy |
501,231
+11,353
| +2% | +$1.07M | 0.49% | 35 |
|
|
2014
Q3 | $43.6M | Buy |
489,878
+11,595
| +2% | +$1.03M | 0.51% | 34 |
|
|
2014
Q2 | $41M | Sell |
478,283
-11,468
| -2% | -$983K | 0.53% | 32 |
|
|
2014
Q1 | $39.2M | Buy |
489,751
+3,496
| +0.7% | +$280K | 0.59% | 29 |
|
|
2013
Q4 | $37.2M | Buy |
486,255
+8,707
| +2% | +$665K | 0.63% | 27 |
|
|
2013
Q3 | $30.8M | Buy |
477,548
+26,129
| +6% | +$1.69M | 0.61% | 28 |
|
|
2013
Q2 | $28.5M | Buy |
+451,419
| New | +$28.5M | 0.66% | 27 |
|