J.P. Marvel Investment Advisors’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 | – | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $4.41M | Sell |
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|
2024
Q1 | $5.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $10.1M | Sell |
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|
2019
Q3 | $9.08M | Buy |
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|
2019
Q1 | $6.66M | Buy |
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|
2018
Q4 | $6.16M | Buy |
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|
2018
Q2 | $5.32M | Sell |
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|
2018
Q1 | $5.11M | Sell |
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|
2017
Q4 | $5.48M | Sell |
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|
2017
Q3 | $5.16M | Sell |
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|
2017
Q2 | $5.58M | Sell |
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|
2017
Q1 | $5.96M | Sell |
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|
2016
Q4 | $5.68M | Sell |
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|
2016
Q3 | $5.07M | Sell |
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|
2016
Q2 | $5.65M | Sell |
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|
2016
Q1 | $5.82M | Sell |
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|
2015
Q4 | $6.18M | Buy |
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|
2015
Q2 | $6.76M | Sell |
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|
2015
Q1 | $6.24M | Buy |
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|
2014
Q4 | $5.51M | Hold |
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|
2014
Q3 | $5.21M | Sell |
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|
2014
Q2 | $5.03M | Sell |
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|
2014
Q1 | $4.72M | Sell |
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|
2013
Q4 | $4.57M | Sell |
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|
2013
Q3 | $3.88M | Sell |
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|
2013
Q2 | $3.81M | Buy |
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