Ellis Investment Partners’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
Q3 | $527K | Sell |
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|
2025
Q2 | $581K | Hold |
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|
2025
Q1 | $462K | Sell |
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|
2024
Q4 | $533K | Hold |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $485K | Buy |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $455K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $453K | Sell |
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|
2022
Q3 | $496K | Hold |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $720K | Sell |
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|
2021
Q4 | $820K | Buy |
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|
2021
Q3 | $893K | Buy |
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|
2021
Q2 | $887K | Sell |
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|
2021
Q1 | $931K | Hold |
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|
2020
Q4 | $914K | Sell |
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|
2020
Q3 | $663K | Buy |
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|
2020
Q2 | $597K | Buy |
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|
2020
Q1 | $492K | Sell |
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|
2019
Q4 | $803K | Buy |
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|
2019
Q3 | $680K | Buy |
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|
2019
Q2 | $729K | Hold |
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|
2019
Q1 | $579K | Buy |
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|
2018
Q4 | $564K | Buy |
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