James Investment Research’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 | $534K | Sell |
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|
2025
Q2 | $617K | Sell |
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|
2025
Q1 | $609K | Buy |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $597K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $610K | Sell |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $687K | Sell |
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|
2022
Q3 | $909K | Buy |
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|
2022
Q2 | $860K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $110K | Buy |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.91M | Sell |
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|
2020
Q2 | $6.12M | Buy |
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|
2020
Q1 | $4.69M | Sell |
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|
2019
Q4 | $8.23M | Sell |
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|
2019
Q3 | $12.7M | Sell |
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|
2019
Q2 | $19.6M | Buy |
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|
2019
Q1 | $12.9M | Buy |
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|
2018
Q4 | $4.06M | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $35K | Hold |
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|
2017
Q3 | $33K | Hold |
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|
2017
Q2 | $35K | Hold |
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|
2017
Q1 | $37K | Buy |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $11K | Sell |
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|
2015
Q3 | $35K | Sell |
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|
2015
Q2 | $62K | Hold |
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|
2015
Q1 | $57K | Sell |
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|
2014
Q4 | $104K | Buy |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $8K | Buy |
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