Klingman & Associates’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Buy |
6,694
+744
| +13% | +$92.3K | 0.05% | 126 |
|
|
2025
Q1 | $587K | Sell |
5,950
-218
| -4% | -$21.5K | 0.04% | 139 |
|
|
2024
Q4 | $687K | Sell |
6,168
-1,539
| -20% | -$171K | 0.04% | 123 |
|
|
2024
Q3 | $741K | Buy |
7,707
+2,174
| +39% | +$209K | 0.05% | 127 |
|
|
2024
Q2 | $549K | Buy |
5,533
+1,679
| +44% | +$167K | 0.04% | 134 |
|
|
2024
Q1 | $472K | Buy |
3,854
+159
| +4% | +$19.5K | 0.03% | 141 |
|
|
2023
Q4 | $334K | Buy |
3,695
+311
| +9% | +$28.1K | 0.02% | 177 |
|
|
2023
Q3 | $274K | Sell |
3,384
-665
| -16% | -$53.9K | 0.02% | 187 |
|
|
2023
Q2 | $361K | Sell |
4,049
-135
| -3% | -$12.1K | 0.03% | 154 |
|
|
2023
Q1 | $419K | Sell |
4,184
-243
| -5% | -$24.3K | 0.04% | 133 |
|
|
2022
Q4 | $385K | Sell |
4,427
-499
| -10% | -$43.4K | 0.03% | 139 |
|
|
2022
Q3 | $465K | Buy |
4,926
+101
| +2% | +$9.53K | 0.05% | 113 |
|
|
2022
Q2 | $455K | Buy |
4,825
+100
| +2% | +$9.43K | 0.04% | 115 |
|
|
2022
Q1 | $649K | Sell |
4,725
-432
| -8% | -$59.3K | 0.06% | 97 |
|
|
2021
Q4 | $799K | Buy |
5,157
+125
| +2% | +$19.4K | 0.07% | 82 |
|
|
2021
Q3 | $851K | Buy |
5,032
+72
| +1% | +$12.2K | 0.08% | 77 |
|
|
2021
Q2 | $872K | Sell |
4,960
-26
| -0.5% | -$4.57K | 0.08% | 73 |
|
|
2021
Q1 | $920K | Buy |
4,986
+224
| +5% | +$41.3K | 0.1% | 65 |
|
|
2020
Q4 | $863K | Buy |
4,762
+15
| +0.3% | +$2.72K | 0.1% | 63 |
|
|
2020
Q3 | $589K | Buy |
4,747
+754
| +19% | +$93.6K | 0.08% | 74 |
|
|
2020
Q2 | $445K | Sell |
3,993
-153
| -4% | -$17.1K | 0.07% | 81 |
|
|
2020
Q1 | $401K | Sell |
4,146
-256
| -6% | -$24.8K | 0.08% | 81 |
|
|
2019
Q4 | $637K | Buy |
4,402
+557
| +14% | +$80.6K | 0.1% | 69 |
|
|
2019
Q3 | $501K | Buy |
3,845
+18
| +0.5% | +$2.35K | 0.09% | 70 |
|
|
2019
Q2 | $534K | Buy |
3,827
+315
| +9% | +$44K | 0.1% | 69 |
|
|
2019
Q1 | $390K | Buy |
3,512
+2
| +0.1% | +$222 | 0.08% | 82 |
|
|
2018
Q4 | $385K | Hold |
3,510
| – | – | 0.09% | 71 |
|
|
2018
Q3 | $410K | Buy |
3,510
+1
| +0% | +$117 | 0.08% | 71 |
|
|
2018
Q2 | $368K | Hold |
3,509
| – | – | 0.08% | 76 |
|
|
2018
Q1 | $352K | Buy |
3,509
+2
| +0.1% | +$201 | 0.08% | 77 |
|
|
2017
Q4 | $377K | Hold |
3,507
| – | – | 0.08% | 85 |
|
|
2017
Q3 | $346K | Sell |
3,507
-3
| -0.1% | -$296 | 0.09% | 72 |
|
|
2017
Q2 | $373K | Sell |
3,510
-492
| -12% | -$52.3K | 0.1% | 67 |
|
|
2017
Q1 | $454K | Buy |
4,002
+101
| +3% | +$11.5K | 0.13% | 61 |
|
|
2016
Q4 | $407K | Sell |
3,901
-130
| -3% | -$13.6K | 0.12% | 61 |
|
|
2016
Q3 | $374K | Buy |
4,031
+132
| +3% | +$12.2K | 0.11% | 67 |
|
|
2016
Q2 | $381K | Hold |
3,899
| – | – | 0.12% | 65 |
|
|
2016
Q1 | $387K | Buy |
3,899
+1
| +0% | +$99 | 0.14% | 68 |
|
|
2015
Q4 | $410K | Hold |
3,898
| – | – | 0.15% | 68 |
|
|
2015
Q3 | $398K | Hold |
3,898
| – | – | 0.16% | 68 |
|
|
2015
Q2 | $445K | Buy |
3,898
+181
| +5% | +$20.7K | 0.18% | 55 |
|
|
2015
Q1 | $390K | Hold |
3,717
| – | – | 0.16% | 59 |
|
|
2014
Q4 | $350K | Buy |
+3,717
| New | +$350K | 0.15% | 64 |
|