Meritage Portfolio 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 | $288K | Buy |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $461K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $247K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $540K | Sell |
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|
2021
Q1 | $572K | Hold |
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|
2020
Q4 | $562K | Buy |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $278K | Hold |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $323K | Sell |
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|
2019
Q2 | $6.83M | Buy |
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|
2019
Q1 | $5.32M | Sell |
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|
2018
Q4 | $5.32M | Sell |
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|
2018
Q3 | $5.81M | Sell |
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|
2018
Q2 | $5.24M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $9.02M | Buy |
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|
2015
Q1 | $8.21M | Buy |
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|
2014
Q4 | $7.1M | Sell |
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|
2014
Q3 | $6.75M | Sell |
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|
2014
Q2 | $6.67M | Buy |
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|
2014
Q1 | $6.13M | Buy |
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