J.M. Forbes & Co’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 | $1.26M | Sell |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.33M | Hold |
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|
2023
Q4 | $983K | Sell |
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|
2023
Q3 | $889K | Hold |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $289K | Sell |
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|
2022
Q2 | $5.44M | Buy |
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|
2022
Q1 | $7.9M | Sell |
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|
2021
Q4 | $8.92M | Sell |
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|
2021
Q3 | $9.8M | Buy |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $569K | Sell |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $389K | Hold |
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|
2020
Q2 | $350K | Hold |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $19.3M | Buy |
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|
2019
Q3 | $16.4M | Buy |
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|
2019
Q2 | $17.5M | Buy |
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|
2019
Q1 | $12.5M | Buy |
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|
2018
Q4 | $12M | Buy |
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|
2018
Q3 | $5.19M | Buy |
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|
2018
Q2 | $555K | Hold |
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|
2018
Q1 | $532K | Buy |
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|
2017
Q4 | $565K | Buy |
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|
2017
Q3 | $493K | Hold |
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|
2017
Q2 | $531K | Buy |
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|
2017
Q1 | $562K | Sell |
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|
2016
Q4 | $578K | Sell |
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|
2016
Q3 | $545K | Sell |
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|
2016
Q2 | $598K | Sell |
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|
2016
Q1 | $8.98M | Buy |
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|
2015
Q4 | $9.28M | Sell |
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|
2015
Q3 | $12M | Buy |
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|
2015
Q2 | $13.3M | Sell |
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|
2015
Q1 | $12.7M | Sell |
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|
2014
Q4 | $12.7M | Sell |
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|
2014
Q3 | $13.7M | Sell |
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|
2014
Q2 | $13.2M | Buy |
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|
2014
Q1 | $12.3M | Sell |
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|
2013
Q4 | $11.8M | Buy |
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|
2013
Q3 | $9.83M | Buy |
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|
2013
Q2 | $9.48M | Buy |
|