Morningstar Investment Services’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
Q1 | $3.5M | Sell |
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|
2024
Q4 | $9.58M | Sell |
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|
2024
Q3 | $72M | Sell |
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|
2024
Q2 | $77.6M | Sell |
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|
2024
Q1 | $92.5M | Sell |
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|
2023
Q4 | $137M | Buy |
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|
2023
Q3 | $49.7M | Buy |
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|
2023
Q2 | $51.9M | Sell |
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|
2023
Q1 | $57.8M | Buy |
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|
2022
Q4 | $51.6M | Sell |
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|
2022
Q3 | $60.1M | Buy |
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|
2022
Q2 | $42.1M | Buy |
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|
2022
Q1 | $18.2M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $21.1M | Buy |
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|
2021
Q1 | $21.7M | Buy |
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|
2020
Q4 | $20.9M | Buy |
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|
2020
Q3 | $14M | Buy |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $10.2M | Sell |
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|
2019
Q4 | $21M | Buy |
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|
2019
Q3 | $18.4M | Buy |
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|
2019
Q2 | $19.4M | Buy |
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|
2019
Q1 | $5.93M | Sell |
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|
2018
Q4 | $6.19M | Sell |
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|
2018
Q3 | $6.92M | Buy |
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|
2018
Q2 | $503K | Sell |
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|
2018
Q1 | $493K | Sell |
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|
2017
Q4 | $644K | Sell |
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|
2017
Q3 | $609K | Buy |
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|
2017
Q2 | $646K | Sell |
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|
2017
Q1 | $755K | Sell |
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|
2016
Q4 | $869K | Sell |
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|
2016
Q3 | $1.95M | Buy |
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|
2016
Q2 | $2.04M | Sell |
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|
2016
Q1 | $3.03M | Buy |
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|
2015
Q4 | $848K | Sell |
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|
2015
Q3 | $3.08M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $236K | Sell |
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|
2013
Q3 | $213K | Sell |
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|
2013
Q2 | $263K | Buy |
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