Jackson Grant Investment Advisers’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 | $575K | Hold |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $810K | Buy |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $591K | Sell |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $589K | Hold |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $850K | Hold |
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|
2021
Q4 | $959K | Hold |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $1.14M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $735K | Hold |
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|
2020
Q2 | $660K | Hold |
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|
2020
Q1 | $572K | Buy |
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|
2019
Q4 | $853K | Hold |
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|
2019
Q3 | $769K | Buy |
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|
2019
Q2 | $821K | Hold |
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|
2019
Q1 | $652K | Buy |
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|
2018
Q4 | $428K | Buy |
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|
2018
Q3 | $433K | Buy |
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|
2018
Q2 | $386K | Sell |
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|
2018
Q1 | $375K | Buy |
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|
2017
Q4 | $392K | Buy |
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|
2017
Q3 | $261K | Buy |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $82K | Buy |
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|
2016
Q4 | $38K | Hold |
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|
2016
Q3 | $34K | Buy |
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|
2016
Q2 | $35K | Buy |
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|
2016
Q1 | $29K | Sell |
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|
2015
Q4 | $82K | Buy |
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