Lipe & Dalton’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
Q2 | $184K | Sell |
|
|||||
|
2025
Q1 | $166K | Hold |
|
|||||
|
2024
Q4 | $187K | Hold |
|
|||||
|
2024
Q3 | $162K | Sell |
|
|||||
|
2024
Q2 | $183K | Sell |
|
|||||
|
2024
Q1 | $311K | Hold |
|
|||||
|
2023
Q4 | $229K | Hold |
|
|||||
|
2023
Q3 | $206K | Hold |
|
|||||
|
2023
Q2 | $227K | Hold |
|
|||||
|
2023
Q1 | $254K | Hold |
|
|||||
|
2022
Q4 | $221K | Hold |
|
|||||
|
2022
Q3 | $240K | Buy |
|
|||||
|
2022
Q2 | $225K | Hold |
|
|||||
|
2022
Q1 | $326K | Hold |
|
|||||
|
2021
Q4 | $369K | Buy |
|
|||||
|
2021
Q3 | $386K | Hold |
|
|||||
|
2021
Q2 | $401K | Sell |
|
|||||
|
2021
Q1 | $461K | Buy |
|
|||||
|
2020
Q4 | $431K | Hold |
|
|||||
|
2020
Q3 | $295K | Hold |
|
|||||
|
2020
Q2 | $265K | Hold |
|
|||||
|
2020
Q1 | $230K | Hold |
|
|||||
|
2019
Q4 | $344K | Sell |
|
|||||
|
2019
Q3 | $330K | Hold |
|
|||||
|
2019
Q2 | $353K | Buy |
|
|||||
|
2019
Q1 | $266K | Hold |
|
|||||
|
2018
Q4 | $263K | Hold |
|
|||||
|
2018
Q3 | $281K | Hold |
|
|||||
|
2018
Q2 | $252K | Hold |
|
|||||
|
2018
Q1 | $241K | Buy |
|
|||||
|
2017
Q4 | $256K | Hold |
|
|||||
|
2017
Q3 | $235K | Hold |
|
|||||
|
2017
Q2 | $253K | Hold |
|
|||||
|
2017
Q1 | $270K | Hold |
|
|||||
|
2016
Q4 | $249K | Hold |
|
|||||
|
2016
Q3 | $221K | Sell |
|
|||||
|
2016
Q2 | $253K | Sell |
|
|||||
|
2016
Q1 | $277K | Hold |
|
|||||
|
2015
Q4 | $293K | Hold |
|
|||||
|
2015
Q3 | $285K | Buy |
|
|||||
|
2015
Q2 | $314K | Buy |
|
|||||
|
2015
Q1 | $267K | Hold |
|
|||||
|
2014
Q4 | $240K | Hold |
|
|||||
|
2014
Q3 | $227K | Hold |
|
|||||
|
2014
Q2 | $219K | Hold |
|
|||||
|
2014
Q1 | $208K | Buy |
|