Edmonds Duncan Registered Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $471K | Buy |
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|
2024
Q2 | $481K | Buy |
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|
2024
Q1 | $591K | Sell |
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|
2023
Q4 | $445K | Sell |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $456K | Hold |
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|
2023
Q1 | $511K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $710K | Hold |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $870K | Buy |
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|
2021
Q2 | $899K | Hold |
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|
2021
Q1 | $944K | Hold |
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|
2020
Q4 | $936K | Sell |
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|
2020
Q3 | $647K | Hold |
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|
2020
Q2 | $582K | Sell |
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|
2020
Q1 | $521K | Buy |
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|
2019
Q4 | $769K | Buy |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $831K | Hold |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $643K | Sell |
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|
2018
Q3 | $709K | Buy |
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|
2018
Q2 | $636K | Hold |
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|
2018
Q1 | $609K | Buy |
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|
2017
Q4 | $651K | Sell |
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|
2017
Q3 | $613K | Buy |
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|
2017
Q2 | $644K | Sell |
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|
2017
Q1 | $756K | Sell |
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|
2016
Q4 | $691K | Buy |
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|
2016
Q3 | $599K | Sell |
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|
2016
Q2 | $635K | Sell |
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|
2016
Q1 | $711K | Buy |
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|
2015
Q4 | $752K | Buy |
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