Loring Wolcott & Coolidge Fiduciary Advisors’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 | $5.16M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $5.05M | Sell |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $6.15M | Sell |
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|
2024
Q1 | $11.3M | Sell |
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|
2023
Q4 | $10.5M | Sell |
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|
2023
Q3 | $9.32M | Sell |
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|
2023
Q2 | $21.2M | Sell |
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|
2023
Q1 | $32.4M | Sell |
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|
2022
Q4 | $32.5M | Sell |
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|
2022
Q3 | $56.4M | Sell |
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|
2022
Q2 | $72.4M | Sell |
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|
2022
Q1 | $113M | Buy |
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|
2021
Q4 | $127M | Buy |
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|
2021
Q3 | $137M | Sell |
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|
2021
Q2 | $143M | Buy |
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|
2021
Q1 | $149M | Buy |
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|
2020
Q4 | $145M | Buy |
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|
2020
Q3 | $97.4M | Sell |
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|
2020
Q2 | $89.1M | Sell |
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|
2020
Q1 | $92.4M | Buy |
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|
2019
Q4 | $137M | Buy |
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|
2019
Q3 | $122M | Buy |
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|
2019
Q2 | $123M | Buy |
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|
2019
Q1 | $86M | Buy |
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|
2018
Q4 | $75.2M | Buy |
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|
2018
Q3 | $76.6M | Buy |
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|
2018
Q2 | $61.3M | Sell |
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|
2018
Q1 | $59.1M | Buy |
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|
2017
Q4 | $62.2M | Buy |
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|
2017
Q3 | $55.1M | Buy |
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|
2017
Q2 | $58.7M | Buy |
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|
2017
Q1 | $49.4M | Buy |
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|
2016
Q4 | $44.3M | Buy |
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|
2016
Q3 | $36M | Buy |
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|
2016
Q2 | $35M | Buy |
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|
2016
Q1 | $14.1M | Buy |
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|
2015
Q4 | $13.5M | Buy |
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|
2015
Q3 | $13M | Hold |
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|
2015
Q2 | $13M | Sell |
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|
2015
Q1 | $12M | Buy |
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|
2014
Q4 | $10.3M | Buy |
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|
2014
Q3 | $8.78M | Buy |
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|
2014
Q2 | $8.4M | Buy |
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|
2014
Q1 | $7.75M | Buy |
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|
2013
Q4 | $6.53M | Buy |
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|
2013
Q3 | $4.56M | Buy |
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|
2013
Q2 | $4.12M | Buy |
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