Harvey Investment Company’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 | $640K | Hold |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $565K | Hold |
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|
2024
Q4 | $638K | Hold |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $708K | Sell |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $610K | Hold |
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|
2022
Q4 | $529K | Hold |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $934K | Hold |
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|
2021
Q3 | $1.02M | Hold |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $632K | Hold |
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|
2020
Q1 | $547K | Hold |
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|
2019
Q4 | $819K | Hold |
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|
2019
Q3 | $738K | Hold |
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|
2019
Q2 | $791K | Buy |
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|
2019
Q1 | $622K | Sell |
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|
2018
Q4 | $625K | Hold |
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|
2018
Q3 | $667K | Sell |
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|
2018
Q2 | $716K | Hold |
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|
2018
Q1 | $686K | Hold |
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|
2017
Q4 | $734K | Hold |
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|
2017
Q3 | $673K | Hold |
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|
2017
Q2 | $726K | Hold |
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|
2017
Q1 | $774K | Hold |
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|
2016
Q4 | $712K | Hold |
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|
2016
Q3 | $634K | Hold |
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|
2016
Q2 | $668K | Hold |
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|
2016
Q1 | $678K | Buy |
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|
2015
Q4 | $673K | Buy |
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|
2015
Q3 | $637K | Hold |
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|
2015
Q2 | $712K | Hold |
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|
2015
Q1 | $654K | Sell |
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|
2014
Q4 | $625K | Hold |
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|
2014
Q3 | $591K | Hold |
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|
2014
Q2 | $569K | Hold |
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|
2014
Q1 | $531K | Hold |
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|
2013
Q4 | $507K | Hold |
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|
2013
Q3 | $428K | Hold |
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|
2013
Q2 | $419K | Buy |
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