Mercer Global Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3M | Sell |
211,732
-12,571
| -6% | -$1.56M | 0.05% | 173 |
|
|
2025
Q1 | $22.1M | Sell |
224,303
-720
| -0.3% | -$71K | 0.05% | 206 |
|
|
2024
Q4 | $25M | Sell |
225,023
-144,879
| -39% | -$16.1M | 0.06% | 173 |
|
|
2024
Q3 | $34.9M | Buy |
369,902
+13,082
| +4% | +$1.23M | 0.08% | 140 |
|
|
2024
Q2 | $31.1M | Buy |
356,820
+4,256
| +1% | +$371K | 0.08% | 145 |
|
|
2024
Q1 | $43.5M | Buy |
352,564
+81,522
| +30% | +$10.1M | 0.12% | 112 |
|
|
2023
Q4 | $24.5M | Buy |
271,042
+103,798
| +62% | +$9.37M | 0.07% | 169 |
|
|
2023
Q3 | $13.6M | Sell |
167,244
-13,347
| -7% | -$1.08M | 0.05% | 218 |
|
|
2023
Q2 | $16.1M | Sell |
180,591
-5,716
| -3% | -$510K | 0.06% | 199 |
|
|
2023
Q1 | $18.7M | Buy |
186,307
+9,341
| +5% | +$935K | 0.08% | 171 |
|
|
2022
Q4 | $15.4M | Buy |
176,966
+15,236
| +9% | +$1.32M | 0.08% | 195 |
|
|
2022
Q3 | $15.3M | Buy |
161,730
+3,563
| +2% | +$336K | 0.09% | 173 |
|
|
2022
Q2 | $14.9M | Buy |
158,167
+2,312
| +1% | +$218K | 0.09% | 177 |
|
|
2022
Q1 | $21.4M | Buy |
155,855
+8,813
| +6% | +$1.21M | 0.13% | 126 |
|
|
2021
Q4 | $22.8M | Buy |
147,042
+9,174
| +7% | +$1.42M | 0.14% | 117 |
|
|
2021
Q3 | $23.3M | Buy |
137,868
+4,868
| +4% | +$824K | 0.16% | 107 |
|
|
2021
Q2 | $23.4M | Buy |
133,000
+4,973
| +4% | +$874K | 0.18% | 95 |
|
|
2021
Q1 | $23.6M | Buy |
128,027
+35,207
| +38% | +$6.5M | 0.21% | 79 |
|
|
2020
Q4 | $16.8M | Buy |
92,820
+16,886
| +22% | +$3.06M | 0.21% | 74 |
|
|
2020
Q3 | $9.42M | Buy |
75,934
+467
| +0.6% | +$57.9K | 0.14% | 115 |
|
|
2020
Q2 | $8.42M | Sell |
75,467
-25,275
| -25% | -$2.82M | 0.15% | 98 |
|
|
2020
Q1 | $9.73M | Sell |
100,742
-58,671
| -37% | -$5.67M | 0.21% | 87 |
|
|
2019
Q4 | $23.1M | Buy |
159,413
+15,319
| +11% | +$2.22M | 0.46% | 43 |
|
|
2019
Q3 | $18.8M | Buy |
144,094
+13,335
| +10% | +$1.74M | 0.44% | 50 |
|
|
2019
Q2 | $18.3M | Buy |
130,759
+1,256
| +1% | +$175K | 0.48% | 47 |
|
|
2019
Q1 | $14.4M | Buy |
+129,503
| New | +$14.4M | 0.52% | 44 |
|