Everett Harris & Co’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
Q2 | $148M | Sell |
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|
2025
Q1 | $119M | Sell |
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|
2024
Q4 | $136M | Sell |
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|
2024
Q3 | $118M | Buy |
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|
2024
Q2 | $122M | Sell |
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|
2024
Q1 | $152M | Sell |
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|
2023
Q4 | $112M | Buy |
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|
2023
Q3 | $100M | Sell |
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|
2023
Q2 | $111M | Sell |
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|
2023
Q1 | $125M | Buy |
|
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $119M | Buy |
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|
2022
Q2 | $117M | Buy |
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|
2022
Q1 | $170M | Buy |
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|
2021
Q4 | $191M | Buy |
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|
2021
Q3 | $208M | Sell |
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|
2021
Q2 | $217M | Sell |
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|
2021
Q1 | $227M | Sell |
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|
2020
Q4 | $228M | Sell |
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|
2020
Q3 | $156M | Sell |
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|
2020
Q2 | $141M | Buy |
|
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|
2020
Q1 | $122M | Buy |
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|
2019
Q4 | $169M | Buy |
|
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|
2019
Q3 | $152M | Buy |
|
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|
2019
Q2 | $159M | Sell |
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|
2019
Q1 | $127M | Buy |
|
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|
2018
Q4 | $124M | Sell |
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|
2018
Q3 | $136M | Buy |
|
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|
2018
Q2 | $121M | Buy |
|
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|
2018
Q1 | $114M | Buy |
|
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|
2017
Q4 | $119M | Buy |
|
|||||
|
2017
Q3 | $109M | Sell |
|
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|
2017
Q2 | $122M | Buy |
|
|||||
|
2017
Q1 | $130M | Buy |
|
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|
2016
Q4 | $119M | Sell |
|
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|
2016
Q3 | $107M | Buy |
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|
2016
Q2 | $112M | Buy |
|
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|
2016
Q1 | $111M | Buy |
|
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|
2015
Q4 | $116M | Buy |
|
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|
2015
Q3 | $113M | Buy |
|
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|
2015
Q2 | $120M | Buy |
|
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|
2015
Q1 | $110M | Buy |
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|
2014
Q4 | $98M | Buy |
|
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|
2014
Q3 | $90.9M | Buy |
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|
2014
Q2 | $87M | Buy |
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|
2014
Q1 | $79.2M | Buy |
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|
2013
Q4 | $75.5M | Buy |
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|
2013
Q3 | $63M | Buy |
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|
2013
Q2 | $61.1M | Buy |
|