Jacobsen Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $279K | Buy |
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|
2025
Q2 | $296K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $239K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.03M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $2.36M | Buy |
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|
2021
Q2 | $2.38M | Buy |
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|
2021
Q1 | $2.41M | Sell |
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|
2020
Q4 | $2.65M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $1.66M | Buy |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.41M | Buy |
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