Howe & Rusling’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 | $5.5M | Buy |
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|
2025
Q1 | $4.26M | Buy |
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|
2024
Q4 | $4.75M | Sell |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $4.55M | Buy |
|
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|
2024
Q1 | $5.4M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $150K | Sell |
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|
2022
Q2 | $194K | Buy |
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|
2022
Q1 | $214K | Sell |
|
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $621K | Sell |
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|
2020
Q4 | $619K | Buy |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $197K | Buy |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $204K | Hold |
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|
2019
Q2 | $218K | Sell |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $239K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $679K | Buy |
|
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|
2018
Q1 | $644K | Buy |
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|
2017
Q4 | $683K | Buy |
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|
2017
Q3 | $619K | Buy |
|
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|
2017
Q2 | $212K | Hold |
|
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|
2017
Q1 | $226K | Sell |
|
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|
2016
Q4 | $213K | Sell |
|
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|
2016
Q3 | $204K | Sell |
|
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|
2016
Q2 | $230K | Sell |
|
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|
2016
Q1 | $244K | Buy |
|
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|
2015
Q4 | $211K | Sell |
|
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $273K | Buy |
|
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|
2015
Q1 | $228K | Sell |
|
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|
2014
Q4 | $220K | Hold |
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|
2014
Q3 | $208K | Sell |
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|
2014
Q2 | $201K | Sell |
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|
2014
Q1 | $421K | Buy |
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|
2013
Q4 | $165K | Sell |
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|
2013
Q3 | $235K | Sell |
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|
2013
Q2 | $465K | Buy |
|