Heron Bay Capital 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
Q2 | $589K | Sell |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $534K | Hold |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $472K | Hold |
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|
2024
Q1 | $581K | Hold |
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|
2023
Q4 | $429K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $424K | Hold |
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|
2023
Q1 | $476K | Hold |
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|
2022
Q4 | $413K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $589K | Hold |
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|
2021
Q4 | $665K | Hold |
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|
2021
Q3 | $726K | Hold |
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|
2021
Q2 | $755K | Hold |
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|
2021
Q1 | $792K | Hold |
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|
2020
Q4 | $778K | Buy |
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