Meridian Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,003
| Closed | -$223K | – | 80 |
|
|
2024
Q4 | $223K | Buy |
+2,003
| New | +$223K | 0.06% | 92 |
|
|
2024
Q2 | – | Sell |
-1,686
| Closed | -$206K | – | 103 |
|
|
2024
Q1 | $206K | Buy |
+1,686
| New | +$206K | 0.06% | 94 |
|
|
2022
Q4 | – | Sell |
-2,200
| Closed | -$208K | – | 73 |
|
|
2022
Q3 | $208K | Hold |
2,200
| – | – | 0.08% | 71 |
|
|
2022
Q2 | $208K | Sell |
2,200
-20,329
| -90% | -$1.92M | 0.08% | 70 |
|
|
2022
Q1 | $3.09M | Buy |
22,529
+6,045
| +37% | +$829K | 0.98% | 33 |
|
|
2021
Q4 | $2.55M | Buy |
16,484
+480
| +3% | +$74.3K | 0.74% | 35 |
|
|
2021
Q3 | $2.71M | Buy |
16,004
+168
| +1% | +$28.4K | 0.83% | 33 |
|
|
2021
Q2 | $2.78M | Sell |
15,836
-437
| -3% | -$76.8K | 0.82% | 38 |
|
|
2021
Q1 | $3M | Sell |
16,273
-13,116
| -45% | -$2.42M | 0.93% | 36 |
|
|
2020
Q4 | $5.33M | Sell |
29,389
-35
| -0.1% | -$6.34K | 1.71% | 15 |
|
|
2020
Q3 | $3.65M | Buy |
29,424
+345
| +1% | +$42.8K | 1.36% | 21 |
|
|
2020
Q2 | $3.24M | Buy |
29,079
+26
| +0.1% | +$2.9K | 1.33% | 22 |
|
|
2020
Q1 | $2.81M | Buy |
29,053
+27,467
| +1,732% | +$2.65M | 1.35% | 23 |
|
|
2019
Q4 | $229K | Hold |
1,586
| – | – | 0.09% | 69 |
|
|
2019
Q3 | $207K | Hold |
1,586
| – | – | 0.09% | 68 |
|
|
2019
Q2 | $221K | Buy |
+1,586
| New | +$221K | 0.1% | 69 |
|
|
2016
Q3 | – | Sell |
-28,528
| Closed | -$2.79M | – | 66 |
|
|
2016
Q2 | $2.79M | Buy |
28,528
+83
| +0.3% | +$8.12K | 1.7% | 20 |
|
|
2016
Q1 | $2.83M | Buy |
28,445
+8,610
| +43% | +$855K | 1.73% | 16 |
|
|
2015
Q4 | $2.08M | Hold |
19,835
| – | – | 1.34% | 27 |
|
|
2015
Q3 | $2.03M | Sell |
19,835
-540
| -3% | -$55.2K | 1.33% | 28 |
|
|
2015
Q2 | $2.33M | Hold |
20,375
| – | – | 1.41% | 28 |
|
|
2015
Q1 | $2.14M | Buy |
20,375
+100
| +0.5% | +$10.5K | 1.53% | 29 |
|
|
2014
Q4 | $1.91M | Buy |
+20,275
| New | +$1.91M | 1.39% | 34 |
|