Evanson Asset Management’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 | $328K | Sell |
|
|||||
|
2025
Q2 | $365K | Buy |
|
|||||
|
2025
Q1 | $289K | Sell |
|
|||||
|
2024
Q4 | $414K | Sell |
|
|||||
|
2024
Q3 | $367K | Sell |
|
|||||
|
2024
Q2 | $429K | Buy |
|
|||||
|
2024
Q1 | $528K | Sell |
|
|||||
|
2023
Q4 | $407K | Buy |
|
|||||
|
2023
Q3 | $352K | Sell |
|
|||||
|
2023
Q2 | $415K | Buy |
|
|||||
|
2023
Q1 | $403K | Sell |
|
|||||
|
2022
Q4 | $355K | Sell |
|
|||||
|
2022
Q3 | $482K | Sell |
|
|||||
|
2022
Q2 | $609K | Sell |
|
|||||
|
2022
Q1 | $909K | Sell |
|
|||||
|
2021
Q4 | $1.2M | Buy |
|
|||||
|
2021
Q3 | $1.25M | Buy |
|
|||||
|
2021
Q2 | $1.18M | Sell |
|
|||||
|
2021
Q1 | $1.27M | Buy |
|
|||||
|
2020
Q4 | $898K | Buy |
|
|||||
|
2020
Q3 | $552K | Sell |
|
|||||
|
2020
Q2 | $497K | Buy |
|
|||||
|
2020
Q1 | $428K | Buy |
|
|||||
|
2019
Q4 | $535K | Sell |
|
|||||
|
2019
Q3 | $484K | Buy |
|
|||||
|
2019
Q2 | $499K | Sell |
|
|||||
|
2019
Q1 | $426K | Buy |
|
|||||
|
2018
Q4 | $301K | Sell |
|
|||||
|
2018
Q3 | $381K | Buy |
|
|||||
|
2018
Q2 | $322K | Sell |
|
|||||
|
2018
Q1 | $324K | Buy |
|
|||||
|
2017
Q4 | $345K | Buy |
|
|||||
|
2017
Q3 | $252K | Buy |
|
|||||
|
2017
Q2 | $220K | Buy |
|
|||||
|
2017
Q1 | $223K | Sell |
|
|||||
|
2016
Q4 | $406K | Buy |
|
|||||
|
2016
Q3 | $216K | Sell |
|
|||||
|
2016
Q2 | $231K | Sell |
|
|||||
|
2016
Q1 | $258K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $225K | Buy |
|