Hendershot Investments’s Walt Disney DIS Stock Holding History

Hendershot Investments’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Hold	16,490	–	–	0.27%	45
2025 Q1	$1.63M	Hold	16,490	–	–	0.22%	50
2024 Q4	$1.84M	Hold	16,490	–	–	0.25%	49
2024 Q3	$1.59M	Sell	16,490 -3,615	-18%	-$348K	0.22%	53
2024 Q2	$2M	Sell	20,105 -1,525	-7%	-$151K	0.29%	49
2024 Q1	$2.65M	Hold	21,630	–	–	0.38%	40
2023 Q4	$1.95M	Buy	21,630 +88	+0.4%	+$7.95K	0.3%	48
2023 Q3	$1.75M	Hold	21,542	–	–	0.29%	49
2023 Q2	$1.92M	Hold	21,542	–	–	0.31%	48
2023 Q1	$2.16M	Hold	21,542	–	–	0.36%	48
2022 Q4	$1.87M	Hold	21,542	–	–	0.32%	54
2022 Q3	$2.03M	Hold	21,542	–	–	0.38%	50
2022 Q2	$2.03M	Hold	21,542	–	–	0.36%	57
2022 Q1	$2.96M	Hold	21,542	–	–	0.45%	50
2021 Q4	$3.34M	Buy	21,542 +217	+1%	+$33.6K	0.51%	47
2021 Q3	$3.61M	Buy	21,325 +19,993	+1,501%	+$3.38M	0.68%	45
2021 Q2	$234K	Hold	1,332	–	–	0.05%	81
2021 Q1	$246K	Hold	1,332	–	–	0.06%	75
2020 Q4	$241K	Buy	+1,332	New	+$241K	0.06%	77
2020 Q2	–	Sell	-42,708	Closed	-$4.13M	–	80
2020 Q1	$4.13M	Sell	42,708 -1,010	-2%	-$97.6K	1.51%	31
2019 Q4	$6.32M	Sell	43,718 -127	-0.3%	-$18.4K	1.87%	19
2019 Q3	$5.71M	Sell	43,845 -168	-0.4%	-$21.9K	1.83%	22
2019 Q2	$6.15M	Sell	44,013 -50,649	-54%	-$7.07M	2.02%	20
2019 Q1	$10.5M	Sell	94,662 -737	-0.8%	-$81.8K	3.6%	8
2018 Q4	$10.5M	Buy	95,399 +1,256	+1%	+$138K	4.12%	3
2018 Q3	$11M	Buy	94,143 +3,302	+4%	+$386K	3.9%	4
2018 Q2	$9.52M	Buy	90,841 +3,010	+3%	+$315K	3.66%	6
2018 Q1	$8.82M	Buy	87,831 +15,195	+21%	+$1.53M	3.58%	7
2017 Q4	$7.81M	Sell	72,636 -360	-0.5%	-$38.7K	3.14%	8
2017 Q3	$7.2M	Buy	72,996 +255	+0.4%	+$25.1K	3.06%	9
2017 Q2	$7.73M	Buy	72,741 +5,055	+7%	+$537K	3.47%	7
2017 Q1	$7.68M	Sell	67,686 -1,125	-2%	-$128K	3.56%	6
2016 Q4	$7.17M	Buy	68,811 +250	+0.4%	+$26.1K	3.44%	6
2016 Q3	$6.37M	Buy	+68,561	New	+$6.37M	3.16%	6