Douglas Lane & Associates’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 | $73.9M | Sell |
595,670
-40,285
| -6% | -$5M | 1.07% | 28 |
|
|
2025
Q1 | $62.8M | Sell |
635,955
-9,783
| -2% | -$966K | 0.93% | 39 |
|
|
2024
Q4 | $71.9M | Sell |
645,738
-14,468
| -2% | -$1.61M | 1.01% | 31 |
|
|
2024
Q3 | $63.5M | Buy |
660,206
+7,853
| +1% | +$755K | 0.87% | 44 |
|
|
2024
Q2 | $64.8M | Buy |
652,353
+4,587
| +0.7% | +$455K | 0.92% | 42 |
|
|
2024
Q1 | $79.3M | Buy |
647,766
+5,774
| +0.9% | +$707K | 1.12% | 30 |
|
|
2023
Q4 | $58M | Buy |
641,992
+30,961
| +5% | +$2.8M | 0.89% | 49 |
|
|
2023
Q3 | $49.5M | Buy |
611,031
+17,761
| +3% | +$1.44M | 0.83% | 48 |
|
|
2023
Q2 | $53M | Buy |
593,270
+4,220
| +0.7% | +$377K | 0.86% | 49 |
|
|
2023
Q1 | $59M | Buy |
589,050
+5,956
| +1% | +$596K | 0.98% | 44 |
|
|
2022
Q4 | $50.7M | Sell |
583,094
-8,005
| -1% | -$695K | 0.85% | 51 |
|
|
2022
Q3 | $55.8M | Buy |
591,099
+16,689
| +3% | +$1.57M | 1.03% | 39 |
|
|
2022
Q2 | $54.2M | Buy |
574,410
+38,462
| +7% | +$3.63M | 0.92% | 42 |
|
|
2022
Q1 | $73.5M | Buy |
535,948
+31,969
| +6% | +$4.38M | 1.04% | 37 |
|
|
2021
Q4 | $78.1M | Buy |
503,979
+14,619
| +3% | +$2.26M | 1.04% | 32 |
|
|
2021
Q3 | $82.8M | Sell |
489,360
-3,324
| -0.7% | -$562K | 1.18% | 30 |
|
|
2021
Q2 | $86.6M | Sell |
492,684
-488
| -0.1% | -$85.8K | 1.21% | 31 |
|
|
2021
Q1 | $91M | Sell |
493,172
-6,559
| -1% | -$1.21M | 1.41% | 24 |
|
|
2020
Q4 | $90.5M | Buy |
499,731
+3,885
| +0.8% | +$704K | 1.52% | 20 |
|
|
2020
Q3 | $61.5M | Buy |
495,846
+6,371
| +1% | +$791K | 1.22% | 30 |
|
|
2020
Q2 | $54.6M | Buy |
489,475
+12,448
| +3% | +$1.39M | 1.17% | 33 |
|
|
2020
Q1 | $46.1M | Buy |
477,027
+42,449
| +10% | +$4.1M | 1.21% | 32 |
|
|
2019
Q4 | $62.9M | Buy |
434,578
+14,382
| +3% | +$2.08M | 1.17% | 36 |
|
|
2019
Q3 | $54.8M | Buy |
420,196
+13,076
| +3% | +$1.7M | 1.09% | 41 |
|
|
2019
Q2 | $56.9M | Buy |
407,120
+48,567
| +14% | +$6.78M | 1.11% | 39 |
|
|
2019
Q1 | $39.8M | Buy |
358,553
+39,921
| +13% | +$4.43M | 0.83% | 55 |
|
|
2018
Q4 | $34.9M | Buy |
318,632
+106,651
| +50% | +$11.7M | 0.82% | 55 |
|
|
2018
Q3 | $24.8M | Buy |
211,981
+95,679
| +82% | +$11.2M | 0.49% | 73 |
|
|
2018
Q2 | $12.2M | Buy |
116,302
+45,952
| +65% | +$4.82M | 0.26% | 91 |
|
|
2018
Q1 | $7.07M | Sell |
70,350
-425
| -0.6% | -$42.7K | 0.15% | 101 |
|
|
2017
Q4 | $7.61M | Sell |
70,775
-5,833
| -8% | -$627K | 0.16% | 101 |
|
|
2017
Q3 | $7.55M | Sell |
76,608
-6,995
| -8% | -$689K | 0.17% | 100 |
|
|
2017
Q2 | $8.88M | Sell |
83,603
-2,304
| -3% | -$245K | 0.21% | 97 |
|
|
2017
Q1 | $9.74M | Sell |
85,907
-3,107
| -3% | -$352K | 0.24% | 95 |
|
|
2016
Q4 | $9.28M | Sell |
89,014
-23,766
| -21% | -$2.48M | 0.24% | 98 |
|
|
2016
Q3 | $10.5M | Sell |
112,780
-25,214
| -18% | -$2.34M | 0.28% | 93 |
|
|
2016
Q2 | $13.5M | Sell |
137,994
-6,841
| -5% | -$669K | 0.39% | 83 |
|
|
2016
Q1 | $14.4M | Buy |
+144,835
| New | +$14.4M | 0.39% | 89 |
|