Northwestern Mutual Wealth 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
Q2 | $36.1M | Buy |
290,939
+21,920
| +8% | +$2.72M | 0.03% | 293 |
|
|
2025
Q1 | $26.6M | Buy |
269,019
+6,376
| +2% | +$629K | 0.02% | 312 |
|
|
2024
Q4 | $29.2M | Sell |
262,643
-10,112
| -4% | -$1.13M | 0.02% | 285 |
|
|
2024
Q3 | $26.2M | Sell |
272,755
-14,620
| -5% | -$1.41M | 0.02% | 284 |
|
|
2024
Q2 | $28.5M | Buy |
287,375
+58
| +0% | +$5.76K | 0.03% | 265 |
|
|
2024
Q1 | $35.2M | Sell |
287,317
-12,546
| -4% | -$1.54M | 0.04% | 247 |
|
|
2023
Q4 | $27.1M | Sell |
299,863
-22,452
| -7% | -$2.03M | 0.03% | 258 |
|
|
2023
Q3 | $26.1M | Buy |
322,315
+1,062
| +0.3% | +$86.1K | 0.03% | 251 |
|
|
2023
Q2 | $28.7M | Sell |
321,253
-158,729
| -33% | -$14.2M | 0.04% | 232 |
|
|
2023
Q1 | $48.1M | Buy |
479,982
+16,396
| +4% | +$1.64M | 0.07% | 146 |
|
|
2022
Q4 | $40.3M | Buy |
463,586
+29,060
| +7% | +$2.52M | 0.06% | 171 |
|
|
2022
Q3 | $41M | Buy |
434,526
+20,084
| +5% | +$1.89M | 0.07% | 143 |
|
|
2022
Q2 | $39.1M | Buy |
414,442
+13,167
| +3% | +$1.24M | 0.07% | 142 |
|
|
2022
Q1 | $55M | Buy |
401,275
+31,541
| +9% | +$4.33M | 0.09% | 111 |
|
|
2021
Q4 | $57.3M | Sell |
369,734
-43,083
| -10% | -$6.67M | 0.09% | 108 |
|
|
2021
Q3 | $69.8M | Buy |
412,817
+37,468
| +10% | +$6.34M | 0.13% | 78 |
|
|
2021
Q2 | $66M | Buy |
375,349
+31,619
| +9% | +$5.56M | 0.13% | 82 |
|
|
2021
Q1 | $63.4M | Buy |
343,730
+15,857
| +5% | +$2.93M | 0.13% | 78 |
|
|
2020
Q4 | $59.4M | Buy |
327,873
+22,273
| +7% | +$4.04M | 0.14% | 74 |
|
|
2020
Q3 | $37.9M | Buy |
305,600
+320
| +0.1% | +$39.7K | 0.1% | 96 |
|
|
2020
Q2 | $34M | Buy |
305,280
+43,287
| +17% | +$4.83M | 0.11% | 95 |
|
|
2020
Q1 | $25.3M | Buy |
261,993
+43,518
| +20% | +$4.2M | 0.1% | 98 |
|
|
2019
Q4 | $31.6M | Buy |
218,475
+34,428
| +19% | +$4.98M | 0.11% | 87 |
|
|
2019
Q3 | $24M | Buy |
184,047
+10,579
| +6% | +$1.38M | 0.09% | 102 |
|
|
2019
Q2 | $24.2M | Buy |
173,468
+2,535
| +1% | +$354K | 0.1% | 100 |
|
|
2019
Q1 | $19M | Buy |
170,933
+10,481
| +7% | +$1.16M | 0.08% | 113 |
|
|
2018
Q4 | $17.6M | Sell |
160,452
-6,724
| -4% | -$737K | 0.09% | 111 |
|
|
2018
Q3 | $19.6M | Buy |
167,176
+4,804
| +3% | +$562K | 0.1% | 98 |
|
|
2018
Q2 | $17M | Buy |
162,372
+5,072
| +3% | +$532K | 0.1% | 100 |
|
|
2018
Q1 | $15.8M | Buy |
157,300
+2,709
| +2% | +$272K | 0.1% | 109 |
|
|
2017
Q4 | $16.6M | Sell |
154,591
-5,437
| -3% | -$585K | 0.11% | 100 |
|
|
2017
Q3 | $15.8M | Sell |
160,028
-56,641
| -26% | -$5.58M | 0.11% | 98 |
|
|
2017
Q2 | $23M | Sell |
216,669
-26,059
| -11% | -$2.77M | 0.18% | 66 |
|
|
2017
Q1 | $27.5M | Buy |
242,728
+6,191
| +3% | +$702K | 0.25% | 57 |
|
|
2016
Q4 | $24.7M | Buy |
236,537
+134,183
| +131% | +$14M | 0.27% | 59 |
|
|
2016
Q3 | $9.51M | Sell |
102,354
-89,995
| -47% | -$8.36M | 0.63% | 36 |
|
|
2016
Q2 | $18.8M | Buy |
192,349
+14,111
| +8% | +$1.38M | 0.27% | 64 |
|
|
2016
Q1 | $17.7M | Buy |
178,238
+9,873
| +6% | +$980K | 0.29% | 65 |
|
|
2015
Q4 | $17.7M | Buy |
168,365
+14,726
| +10% | +$1.55M | 0.35% | 60 |
|
|
2015
Q3 | $15.7M | Buy |
153,639
+55,310
| +56% | +$5.65M | 0.37% | 56 |
|
|
2015
Q2 | $11.2M | Buy |
98,329
+9,460
| +11% | +$1.08M | 0.29% | 65 |
|
|
2015
Q1 | $9.32M | Sell |
88,869
-20,610
| -19% | -$2.16M | 0.26% | 74 |
|
|
2014
Q4 | $10.3M | Buy |
109,479
+56,820
| +108% | +$5.35M | 0.32% | 62 |
|
|
2014
Q3 | $4.69M | Buy |
52,659
+5,377
| +11% | +$479K | 0.16% | 115 |
|
|
2014
Q2 | $4.05M | Sell |
47,282
-1,382
| -3% | -$118K | 0.16% | 112 |
|
|
2014
Q1 | $3.9M | Sell |
48,664
-929
| -2% | -$74.4K | 0.16% | 111 |
|
|
2013
Q4 | $3.79M | Buy |
49,593
+1,487
| +3% | +$114K | 0.17% | 108 |
|
|
2013
Q3 | $3.1M | Buy |
48,106
+4,881
| +11% | +$315K | 0.16% | 118 |
|
|
2013
Q2 | $2.73M | Buy |
+43,225
| New | +$2.73M | 0.16% | 115 |
|