Leith Wheeler Investment Counsel’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 | $40.7M | Sell |
327,899
-36,459
| -10% | -$4.52M | 2.89% | 4 |
|
|
2025
Q1 | $36M | Buy |
364,358
+21,499
| +6% | +$2.12M | 2.5% | 9 |
|
|
2024
Q4 | $38.2M | Sell |
342,859
-38,768
| -10% | -$4.32M | 2.76% | 7 |
|
|
2024
Q3 | $36.7M | Buy |
381,627
+193,632
| +103% | +$18.6M | 2.57% | 10 |
|
|
2024
Q2 | $18.7M | Buy |
+187,995
| New | +$18.7M | 1.61% | 11 |
|
|
2021
Q1 | – | Sell |
-1,769
| Closed | -$408K | – | 48 |
|
|
2020
Q4 | $408K | Hold |
1,769
| – | – | 0.06% | 34 |
|
|
2020
Q3 | $219K | Buy |
+1,769
| New | +$219K | 0.05% | 45 |
|