Hudson Valley Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
3,535
-1,201
| -25% | -$149K | 0.05% | 127 |
|
|
2025
Q1 | $467K | Sell |
4,736
-680
| -13% | -$67.1K | 0.06% | 116 |
|
|
2024
Q4 | $603K | Sell |
5,416
-2,399
| -31% | -$267K | 0.07% | 112 |
|
|
2024
Q3 | $752K | Sell |
7,815
-1,799
| -19% | -$173K | 0.08% | 107 |
|
|
2024
Q2 | $880K | Buy |
9,614
+914
| +11% | +$83.7K | 0.11% | 104 |
|
|
2024
Q1 | $1.06M | Sell |
8,700
-14,563
| -63% | -$1.78M | 0.13% | 94 |
|
|
2023
Q4 | $1.99M | Buy |
23,263
+9,614
| +70% | +$821K | 0.27% | 80 |
|
|
2023
Q3 | $1.11M | Sell |
13,649
-9,713
| -42% | -$787K | 0.16% | 96 |
|
|
2023
Q2 | $2.09M | Sell |
23,362
-61,956
| -73% | -$5.53M | 0.28% | 85 |
|
|
2023
Q1 | $7.93M | Buy |
85,318
+39,077
| +85% | +$3.63M | 1.11% | 25 |
|
|
2022
Q4 | $4.02M | Buy |
46,241
+1,596
| +4% | +$139K | 0.61% | 47 |
|
|
2022
Q3 | $4.21M | Buy |
44,645
+851
| +2% | +$80.3K | 0.68% | 45 |
|
|
2022
Q2 | $4.13M | Sell |
43,794
-338
| -0.8% | -$31.9K | 0.64% | 45 |
|
|
2022
Q1 | $6.05M | Sell |
44,132
-742
| -2% | -$102K | 0.81% | 32 |
|
|
2021
Q4 | $6.95M | Buy |
44,874
+432
| +1% | +$66.9K | 1.09% | 26 |
|
|
2021
Q3 | $7.52M | Buy |
44,442
+193
| +0.4% | +$32.6K | 1.29% | 21 |
|
|
2021
Q2 | $7.78M | Sell |
44,249
-1,013
| -2% | -$178K | 1.35% | 21 |
|
|
2021
Q1 | $8.35M | Buy |
45,262
+837
| +2% | +$154K | 1.49% | 18 |
|
|
2020
Q4 | $8.05M | Buy |
44,425
+330
| +0.7% | +$59.8K | 1.53% | 17 |
|
|
2020
Q3 | $5.47M | Sell |
44,095
-233
| -0.5% | -$28.9K | 1.18% | 26 |
|
|
2020
Q2 | $4.94M | Sell |
44,328
-480
| -1% | -$53.5K | 1.15% | 28 |
|
|
2020
Q1 | $4.33M | Sell |
44,808
-751
| -2% | -$72.5K | 1.2% | 26 |
|
|
2019
Q4 | $6.59M | Buy |
45,559
+743
| +2% | +$107K | 1.41% | 18 |
|
|
2019
Q3 | $5.84M | Sell |
44,816
-139
| -0.3% | -$18.1K | 1.35% | 18 |
|
|
2019
Q2 | $6.28M | Sell |
44,955
-184
| -0.4% | -$25.7K | 1.45% | 17 |
|
|
2019
Q1 | $5.01M | Sell |
45,139
-7,158
| -14% | -$795K | 1.21% | 25 |
|
|
2018
Q4 | $5.73M | Buy |
52,297
+16,198
| +45% | +$1.78M | 1.32% | 24 |
|
|
2018
Q3 | $4.22M | Sell |
36,099
-919
| -2% | -$107K | 0.98% | 32 |
|
|
2018
Q2 | $3.88M | Buy |
37,018
+725
| +2% | +$76K | 0.95% | 36 |
|
|
2018
Q1 | $3.65M | Buy |
36,293
+616
| +2% | +$61.9K | 0.92% | 35 |
|
|
2017
Q4 | $3.84M | Sell |
35,677
-1,262
| -3% | -$136K | 0.95% | 34 |
|
|
2017
Q3 | $3.64M | Buy |
36,939
+220
| +0.6% | +$21.7K | 0.94% | 37 |
|
|
2017
Q2 | $3.9M | Buy |
36,719
+1,537
| +4% | +$163K | 1.07% | 31 |
|
|
2017
Q1 | $3.99M | Buy |
35,182
+1,545
| +5% | +$175K | 1.11% | 27 |
|
|
2016
Q4 | $3.51M | Buy |
33,637
+2,290
| +7% | +$239K | 1.03% | 33 |
|
|
2016
Q3 | $2.91M | Buy |
31,347
+2,137
| +7% | +$198K | 0.9% | 31 |
|
|
2016
Q2 | $2.86M | Buy |
29,210
+1,452
| +5% | +$142K | 0.92% | 33 |
|
|
2016
Q1 | $2.76M | Buy |
27,758
+4,255
| +18% | +$423K | 0.9% | 35 |
|
|
2015
Q4 | $2.47M | Buy |
23,503
+1,660
| +8% | +$174K | 0.77% | 39 |
|
|
2015
Q3 | $2.23M | Buy |
21,843
+4,265
| +24% | +$436K | 0.72% | 42 |
|
|
2015
Q2 | $2.01M | Buy |
17,578
+6,705
| +62% | +$765K | 0.63% | 51 |
|
|
2015
Q1 | $1.14M | Buy |
10,873
+3,200
| +42% | +$336K | 0.39% | 65 |
|
|
2014
Q4 | $723K | Buy |
7,673
+1,984
| +35% | +$187K | 0.3% | 73 |
|
|
2014
Q3 | $506K | Buy |
5,689
+575
| +11% | +$51.1K | 0.22% | 81 |
|
|
2014
Q2 | $438K | Buy |
5,114
+50
| +1% | +$4.28K | 0.19% | 82 |
|
|
2014
Q1 | $405K | Buy |
5,064
+101
| +2% | +$8.08K | 0.17% | 90 |
|
|
2013
Q4 | $379K | Buy |
4,963
+25
| +0.5% | +$1.91K | 0.17% | 92 |
|
|
2013
Q3 | $318K | Buy |
4,938
+81
| +2% | +$5.22K | 0.15% | 99 |
|
|
2013
Q2 | $307K | Buy |
+4,857
| New | +$307K | 0.15% | 103 |
|