KB
Kimelman & Baird’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16M | Sell |
129,050
-268
| -0.2% | -$33.2K | 1.3% | 25 |
|
|
2025
Q1 | $12.8M | Buy |
129,318
+165
| +0.1% | +$16.3K | 1.08% | 28 |
|
|
2024
Q4 | $14.4M | Sell |
129,153
-4,146
| -3% | -$462K | 1.14% | 27 |
|
|
2024
Q3 | $12.8M | Sell |
133,299
-4,697
| -3% | -$452K | 1.02% | 32 |
|
|
2024
Q2 | $13.7M | Buy |
+137,996
| New | +$13.7M | 1.13% | 29 |
|
|
2021
Q2 | $26.4M | Buy |
+150,171
| New | +$26.4M | 2.35% | 18 |
|
|
2019
Q3 | $15.6M | Sell |
120,019
-2,345
| -2% | -$306K | 2.17% | 20 |
|
|
2019
Q2 | $17.1M | Buy |
122,364
+139
| +0.1% | +$19.4K | 2.38% | 18 |
|
|
2019
Q1 | $13.6M | Sell |
122,225
-2,447
| -2% | -$272K | 1.95% | 21 |
|
|
2018
Q4 | $13.7M | Sell |
124,672
-694
| -0.6% | -$76.1K | 2.13% | 19 |
|
|
2018
Q3 | $14.7M | Sell |
125,366
-696
| -0.6% | -$81.4K | 1.85% | 25 |
|
|
2018
Q2 | $13.2M | Buy |
+126,062
| New | +$13.2M | 1.73% | 25 |
|
|
2017
Q4 | $13.5M | Buy |
125,116
+522
| +0.4% | +$56.1K | 1.91% | 18 |
|
|
2017
Q3 | $12.3M | Buy |
124,594
+335
| +0.3% | +$33K | 1.83% | 22 |
|
|
2017
Q2 | $13.2M | Sell |
124,259
-520
| -0.4% | -$55.2K | 2% | 18 |
|
|
2017
Q1 | $14.1M | Buy |
124,779
+304
| +0.2% | +$34.5K | 2.15% | 14 |
|
|
2016
Q4 | $13M | Sell |
124,475
-4,222
| -3% | -$440K | 2.18% | 16 |
|
|
2016
Q3 | $12M | Sell |
128,697
-228
| -0.2% | -$21.2K | 2.1% | 17 |
|
|
2016
Q2 | $12.6M | Buy |
128,925
+707
| +0.6% | +$69.2K | 2.31% | 12 |
|
|
2016
Q1 | $12.7M | Buy |
128,218
+866
| +0.7% | +$86K | 2.38% | 12 |
|
|
2015
Q4 | $13.4M | Buy |
+127,352
| New | +$13.4M | 2.52% | 10 |
|
|
2015
Q2 | $15M | Buy |
131,527
+52,595
| +67% | +$6M | 2.56% | 9 |
|
|
2015
Q1 | $8.28M | Hold |
78,932
| – | – | 1.51% | 24 |
|
|
2014
Q4 | $7.43M | Hold |
78,932
| – | – | 1.34% | 26 |
|
|
2014
Q3 | $7.03M | Hold |
78,932
| – | – | 1.33% | 27 |
|
|
2014
Q2 | $6.77M | Buy |
78,932
+2,000
| +3% | +$171K | 1.19% | 29 |
|
|
2014
Q1 | $6.16M | Sell |
76,932
-184
| -0.2% | -$14.7K | 1.15% | 30 |
|
|
2013
Q4 | $5.89M | Hold |
77,116
| – | – | 1.13% | 31 |
|
|
2013
Q3 | $4.97M | Hold |
77,116
| – | – | 0.99% | 36 |
|
|
2013
Q2 | $4.87M | Buy |
+77,116
| New | +$4.87M | 1.03% | 36 |
|