Cutter & Co Brokerage’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,179
| Closed | -$243K | – | 202 |
|
|
2024
Q4 | $243K | Sell |
2,179
-250
| -10% | -$27.8K | 0.06% | 153 |
|
|
2024
Q3 | $234K | Buy |
2,429
+9
| +0.4% | +$866 | 0.05% | 172 |
|
|
2024
Q2 | $240K | Sell |
2,420
-164
| -6% | -$16.3K | 0.06% | 167 |
|
|
2024
Q1 | $316K | Sell |
2,584
-185
| -7% | -$22.6K | 0.08% | 135 |
|
|
2023
Q4 | $250K | Sell |
2,769
-462
| -14% | -$41.7K | 0.07% | 153 |
|
|
2023
Q3 | $262K | Sell |
3,231
-40
| -1% | -$3.24K | 0.08% | 150 |
|
|
2023
Q2 | $292K | Sell |
3,271
-274
| -8% | -$24.5K | 0.09% | 146 |
|
|
2023
Q1 | $350K | Sell |
3,545
-200
| -5% | -$19.7K | 0.11% | 131 |
|
|
2022
Q4 | $325K | Buy |
3,745
+5
| +0.1% | +$434 | 0.11% | 139 |
|
|
2022
Q3 | $353K | Buy |
3,740
+257
| +7% | +$24.3K | 0.13% | 132 |
|
|
2022
Q2 | $329K | Sell |
3,483
-427
| -11% | -$40.3K | 0.11% | 149 |
|
|
2022
Q1 | $536K | Sell |
3,910
-188
| -5% | -$25.8K | 0.16% | 109 |
|
|
2021
Q4 | $635K | Sell |
4,098
-25
| -0.6% | -$3.87K | 0.17% | 112 |
|
|
2021
Q3 | $697K | Sell |
4,123
-186
| -4% | -$31.4K | 0.17% | 124 |
|
|
2021
Q2 | $757K | Buy |
4,309
+855
| +25% | +$150K | 0.17% | 116 |
|
|
2021
Q1 | $637K | Sell |
3,454
-680
| -16% | -$125K | 0.16% | 128 |
|
|
2020
Q4 | $749K | Buy |
4,134
+220
| +6% | +$39.9K | 0.2% | 110 |
|
|
2020
Q3 | $486K | Sell |
3,914
-1,658
| -30% | -$206K | 0.14% | 130 |
|
|
2020
Q2 | $621K | Sell |
5,572
-187
| -3% | -$20.8K | 0.2% | 102 |
|
|
2020
Q1 | $556K | Buy |
5,759
+197
| +4% | +$19K | 0.21% | 99 |
|
|
2019
Q4 | $804K | Sell |
5,562
-4,122
| -43% | -$596K | 0.28% | 87 |
|
|
2019
Q3 | $1.26M | Buy |
9,684
+937
| +11% | +$122K | 0.41% | 64 |
|
|
2019
Q2 | $1.22M | Buy |
8,747
+440
| +5% | +$61.4K | 0.39% | 69 |
|
|
2019
Q1 | $922K | Buy |
8,307
+2,188
| +36% | +$243K | 0.26% | 81 |
|
|
2018
Q4 | $671K | Buy |
6,119
+1,295
| +27% | +$142K | 0.26% | 95 |
|
|
2018
Q3 | $564K | Buy |
4,824
+1,915
| +66% | +$224K | 0.19% | 120 |
|
|
2018
Q2 | $305K | Buy |
2,909
+208
| +8% | +$21.8K | 0.12% | 173 |
|
|
2018
Q1 | $271K | Buy |
2,701
+561
| +26% | +$56.3K | 0.11% | 183 |
|
|
2017
Q4 | $230K | Sell |
2,140
-97
| -4% | -$10.4K | 0.09% | 194 |
|
|
2017
Q3 | $221K | Hold |
2,237
| – | – | 0.09% | 217 |
|
|
2017
Q2 | $238K | Buy |
2,237
+400
| +22% | +$42.6K | 0.09% | 215 |
|
|
2017
Q1 | $208K | Buy |
+1,837
| New | +$208K | 0.09% | 219 |
|