Crestwood Advisors Group’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 | $8.03M | Sell |
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|
2025
Q1 | $7.38M | Sell |
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|
2024
Q4 | $13M | Sell |
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|
2024
Q3 | $24.3M | Sell |
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|
2024
Q2 | $27.1M | Buy |
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|
2024
Q1 | $31.8M | Buy |
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|
2023
Q4 | $22.2M | Buy |
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|
2023
Q3 | $19.9M | Buy |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $13.4M | Sell |
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|
2022
Q3 | $22.2M | Sell |
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|
2022
Q2 | $25.9M | Sell |
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|
2022
Q1 | $39.9M | Buy |
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|
2021
Q4 | $44M | Buy |
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|
2021
Q3 | $47.7M | Buy |
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|
2021
Q2 | $48M | Buy |
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|
2021
Q1 | $48.2M | Buy |
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|
2020
Q4 | $42.3M | Buy |
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|
2020
Q3 | $28.8M | Buy |
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|
2020
Q2 | $24.2M | Buy |
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|
2020
Q1 | $19.6M | Sell |
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|
2019
Q4 | $29.9M | Buy |
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|
2019
Q3 | $26.9M | Buy |
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|
2019
Q2 | $27.4M | Buy |
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|
2019
Q1 | $769K | Buy |
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|
2018
Q4 | $747K | Sell |
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|
2018
Q3 | $802K | Sell |
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|
2018
Q2 | $800K | Sell |
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|
2018
Q1 | $778K | Sell |
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|
2017
Q4 | $900K | Sell |
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|
2017
Q3 | $867K | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.08M | Buy |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $1.12M | Sell |
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|
2015
Q4 | $1.18M | Buy |
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|
2015
Q3 | $1.05M | Buy |
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|
2015
Q2 | $1.09M | Sell |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $794K | Buy |
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|
2014
Q3 | $665K | Sell |
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|
2014
Q2 | $647K | Sell |
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|
2014
Q1 | $624K | Sell |
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|
2013
Q4 | $707K | Sell |
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|
2013
Q3 | $607K | Sell |
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|
2013
Q2 | $644K | Buy |
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