McLean Asset 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 | $351K | Buy |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $327K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $544K | Sell |
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|
2021
Q4 | $641K | Sell |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $896K | Sell |
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|
2021
Q1 | $923K | Buy |
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|
2020
Q4 | $893K | Buy |
|