Osterweis Capital 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
Q2 | $368K | Sell |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $285K | Sell |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $324K | Buy |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $320K | Hold |
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|
2021
Q4 | $362K | Sell |
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|
2021
Q3 | $530K | Sell |
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|
2021
Q2 | $641K | Hold |
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|
2021
Q1 | $673K | Hold |
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|
2020
Q4 | $660K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $233K | Buy |
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|
2019
Q2 | $232K | Buy |
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