Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $169K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $96.2K | Hold |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $88K | Sell |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $142K | Sell |
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|
2022
Q1 | $211K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $549K | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $762K | Buy |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $742K | Buy |
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|
2019
Q1 | $450K | Buy |
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|
2018
Q4 | $351K | Sell |
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|
2018
Q3 | $391K | Buy |
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|
2018
Q2 | $346K | Buy |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $251K | Sell |
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|
2017
Q3 | $253K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $269K | Buy |
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|
2016
Q1 | $278K | Buy |
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