Laird Norton Wetherby Wealth 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 | $5.88M | Buy |
51,346
+856
| +2% | +$101K | 0.24% | 60 |
|
|
2025
Q2 | $6.26M | Buy |
+50,490
| New | +$5.25M | 0.28% | 57 |
|
|
2024
Q4 | $5.76M | Sell |
51,754
-1,535
| -3% | -$161K | 0.28% | 55 |
|
|
2024
Q3 | $5.13M | Sell |
53,289
-3,352
| -6% | -$308K | 0.23% | 72 |
|
|
2024
Q2 | $5.62M | Sell |
56,641
-93,938
| -62% | -$10.1M | 0.27% | 62 |
|
|
2024
Q1 | $18.4M | Buy |
150,579
+675
| +0.5% | +$70.5K | 0.88% | 13 |
|
|
2023
Q4 | $13.5M | Buy |
149,904
+1,383
| +0.9% | +$122K | 0.71% | 18 |
|
|
2023
Q3 | $12M | Sell |
148,521
-1,724
| -1% | -$147K | 0.68% | 20 |
|
|
2023
Q2 | $13.4M | Buy |
150,245
+77,179
| +106% | +$7.31M | 0.72% | 18 |
|
|
2023
Q1 | $7.32M | Buy |
73,066
+1,909
| +3% | +$192K | 0.43% | 39 |
|
|
2022
Q4 | $6.18M | Sell |
71,157
-8,672
| -11% | -$829K | 0.4% | 47 |
|
|
2022
Q3 | $7.53M | Buy |
79,829
+6,695
| +9% | +$717K | 0.53% | 26 |
|
|
2022
Q2 | $6.9M | Sell |
73,134
-5,656
| -7% | -$628K | 0.47% | 32 |
|
|
2022
Q1 | $10.8M | Buy |
78,790
+19,628
| +33% | +$2.84M | 0.62% | 22 |
|
|
2021
Q4 | $9.16M | Sell |
59,162
-41
| -0.1% | -$6.62K | 0.52% | 28 |
|
|
2021
Q3 | $10M | Sell |
59,203
-28
| -0% | -$4.99K | 0.62% | 23 |
|
|
2021
Q2 | $10.4M | Sell |
59,231
-3,744
| -6% | -$673K | 0.64% | 23 |
|
|
2021
Q1 | $11.6M | Sell |
62,975
-2,129
| -3% | -$393K | 0.89% | 14 |
|
|
2020
Q4 | $11.8M | Buy |
65,104
+2,202
| +4% | +$316K | 0.81% | 15 |
|
|
2020
Q3 | $7.8M | Sell |
62,902
-1,450
| -2% | -$181K | 0.7% | 23 |
|
|
2020
Q2 | $7.17M | Sell |
64,352
-589
| -0.9% | -$65K | 0.68% | 22 |
|
|
2020
Q1 | $6.27M | Sell |
64,941
-757
| -1% | -$95.7K | 0.71% | 21 |
|
|
2019
Q4 | $9.5M | Sell |
65,698
-703
| -1% | -$98.1K | 0.94% | 15 |
|
|
2019
Q3 | $8.65M | Buy |
66,401
+281
| +0.4% | +$38.9K | 0.9% | 15 |
|
|
2019
Q2 | $9.23M | Sell |
66,120
-911
| -1% | -$121K | 1.01% | 13 |
|
|
2019
Q1 | $7.44M | Buy |
67,031
+6,257
| +10% | +$699K | 0.93% | 15 |
|
|
2018
Q4 | $6.66M | Buy |
60,774
+242
| +0.4% | +$27.5K | 0.94% | 15 |
|
|
2018
Q3 | $7.08M | Buy |
60,532
+596
| +1% | +$66.3K | 0.87% | 16 |
|
|
2018
Q2 | $6.28M | Sell |
59,936
-2,683
| -4% | -$274K | 0.85% | 16 |
|
|
2018
Q1 | $6.29M | Sell |
62,619
-89
| -0.1% | -$9.46K | 0.87% | 16 |
|
|
2017
Q4 | $6.74M | Buy |
62,708
+1,427
| +2% | +$147K | 0.94% | 15 |
|
|
2017
Q3 | $6.04M | Buy |
61,281
+294
| +0.5% | +$30.2K | 0.9% | 15 |
|
|
2017
Q2 | $6.48M | Buy |
60,987
+323
| +0.5% | +$35.4K | 1.1% | 12 |
|
|
2017
Q1 | $6.88M | Buy |
60,664
+1,171
| +2% | +$129K | 1.24% | 8 |
|
|
2016
Q4 | $6.2M | Sell |
59,493
-2,302
| -4% | -$224K | 1.21% | 9 |
|
|
2016
Q3 | $5.74M | Buy |
61,795
+659
| +1% | +$63.1K | 1.16% | 11 |
|
|
2016
Q2 | $5.98M | Sell |
61,136
-173
| -0.3% | -$17.3K | 1.33% | 10 |
|
|
2016
Q1 | $6.09M | Sell |
61,309
-921
| -1% | -$88.9K | 1.44% | 9 |
|
|
2015
Q4 | $6.54M | Sell |
62,230
-905
| -1% | -$101K | 1.57% | 9 |
|
|
2015
Q3 | $6.45M | Sell |
63,135
-679
| -1% | -$73.9K | 1.65% | 8 |
|
|
2015
Q2 | $7.28M | Buy |
63,814
+1,123
| +2% | +$123K | 1.75% | 7 |
|
|
2015
Q1 | $6.58M | Buy |
62,691
+106
| +0.2% | +$10.7K | 1.6% | 9 |
|
|
2014
Q4 | $5.89M | Sell |
62,585
-1,378
| -2% | -$124K | 1.48% | 10 |
|
|
2014
Q3 | $5.7M | Buy |
63,963
+50
| +0.1% | +$4.41K | 1.59% | 8 |
|
|
2014
Q2 | $5.48M | Sell |
63,913
-749
| -1% | -$61.2K | 1.55% | 8 |
|
|
2014
Q1 | $5.18M | Sell |
64,662
-217
| -0.3% | -$16.8K | 1.48% | 8 |
|
|
2013
Q4 | $4.96M | Sell |
64,879
-579
| -0.9% | -$40.1K | 1.41% | 8 |
|
|
2013
Q3 | $4.22M | Buy |
65,458
+512
| +0.8% | +$32.8K | 1.32% | 9 |
|
|
2013
Q2 | $4.1M | Buy |
+64,946
| New | +$4.1M | 1.43% | 8 |
|
Other funds holding DIS
