JIR
James Investment Research’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
4,973
-1,198
| -19% | -$149K | 0.07% | 200 |
|
|
2025
Q1 | $609K | Buy |
6,171
+66
| +1% | +$6.51K | 0.08% | 190 |
|
|
2024
Q4 | $680K | Sell |
6,105
-217
| -3% | -$24.2K | 0.08% | 187 |
|
|
2024
Q3 | $608K | Sell |
6,322
-7,599
| -55% | -$731K | 0.07% | 198 |
|
|
2024
Q2 | $1.38M | Buy |
13,921
+6
| +0% | +$596 | 0.16% | 124 |
|
|
2024
Q1 | $1.7M | Buy |
13,915
+7,304
| +110% | +$894K | 0.2% | 118 |
|
|
2023
Q4 | $597K | Sell |
6,611
-74
| -1% | -$6.68K | 0.08% | 189 |
|
|
2023
Q3 | $542K | Sell |
6,685
-152
| -2% | -$12.3K | 0.07% | 185 |
|
|
2023
Q2 | $610K | Sell |
6,837
-1,507
| -18% | -$135K | 0.08% | 173 |
|
|
2023
Q1 | $835K | Buy |
8,344
+438
| +6% | +$43.8K | 0.11% | 142 |
|
|
2022
Q4 | $687K | Sell |
7,906
-1,734
| -18% | -$151K | 0.1% | 153 |
|
|
2022
Q3 | $909K | Buy |
9,640
+534
| +6% | +$50.4K | 0.13% | 132 |
|
|
2022
Q2 | $860K | Buy |
9,106
+1,460
| +19% | +$138K | 0.12% | 138 |
|
|
2022
Q1 | $1.05M | Buy |
7,646
+7,324
| +2,275% | +$1M | 0.11% | 146 |
|
|
2021
Q4 | $50K | Sell |
322
-329
| -51% | -$51.1K | ﹤0.01% | 380 |
|
|
2021
Q3 | $110K | Buy |
651
+484
| +290% | +$81.8K | 0.01% | 329 |
|
|
2021
Q2 | $29K | Buy |
167
+160
| +2,286% | +$27.8K | ﹤0.01% | 425 |
|
|
2021
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 471 |
|
|
2020
Q4 | – | Sell |
-15,407
| Closed | -$1.91M | – | 512 |
|
|
2020
Q3 | $1.91M | Sell |
15,407
-39,445
| -72% | -$4.9M | 0.18% | 122 |
|
|
2020
Q2 | $6.12M | Buy |
54,852
+6,335
| +13% | +$706K | 0.57% | 55 |
|
|
2020
Q1 | $4.69M | Sell |
48,517
-8,379
| -15% | -$809K | 0.48% | 71 |
|
|
2019
Q4 | $8.23M | Sell |
56,896
-40,676
| -42% | -$5.88M | 0.57% | 57 |
|
|
2019
Q3 | $12.7M | Sell |
97,572
-43,051
| -31% | -$5.61M | 0.92% | 28 |
|
|
2019
Q2 | $19.6M | Buy |
140,623
+24,114
| +21% | +$3.37M | 1.42% | 16 |
|
|
2019
Q1 | $12.9M | Buy |
116,509
+79,481
| +215% | +$8.82M | 0.84% | 31 |
|
|
2018
Q4 | $4.06M | Buy |
37,028
+36,928
| +36,928% | +$4.05M | 0.25% | 97 |
|
|
2018
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 755 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 762 |
|
|
2018
Q1 | $10K | Sell |
100
-230
| -70% | -$23K | ﹤0.01% | 753 |
|
|
2017
Q4 | $35K | Hold |
330
| – | – | ﹤0.01% | 686 |
|
|
2017
Q3 | $33K | Hold |
330
| – | – | ﹤0.01% | 660 |
|
|
2017
Q2 | $35K | Hold |
330
| – | – | ﹤0.01% | 633 |
|
|
2017
Q1 | $37K | Buy |
330
+230
| +230% | +$25.8K | ﹤0.01% | 559 |
|
|
2016
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2016
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 494 |
|
|
2016
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 440 |
|
|
2016
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 427 |
|
|
2015
Q4 | $11K | Sell |
100
-240
| -71% | -$26.4K | ﹤0.01% | 455 |
|
|
2015
Q3 | $35K | Sell |
340
-200
| -37% | -$20.6K | ﹤0.01% | 361 |
|
|
2015
Q2 | $62K | Hold |
540
| – | – | ﹤0.01% | 346 |
|
|
2015
Q1 | $57K | Sell |
540
-560
| -51% | -$59.1K | ﹤0.01% | 371 |
|
|
2014
Q4 | $104K | Buy |
1,100
+1,000
| +1,000% | +$94.5K | ﹤0.01% | 344 |
|
|
2014
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 497 |
|
|
2014
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2014
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 494 |
|