Pathstone Family Office’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $20.5M | Buy |
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|
2023
Q2 | $15.6M | Buy |
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|
2023
Q1 | $15.6M | Sell |
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|
2022
Q4 | $32.1M | Sell |
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|
2022
Q3 | $35M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $7.52M | Buy |
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|
2021
Q4 | $6.21M | Sell |
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|
2021
Q3 | $8.28M | Buy |
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|
2021
Q2 | $7.28M | Buy |
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|
2021
Q1 | $4.93M | Buy |
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|
2020
Q4 | $2.62M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $15.6M | Buy |
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|
2019
Q3 | $1.18M | Sell |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $914K | Buy |
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|
2018
Q3 | $798K | Sell |
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|
2018
Q2 | $721K | Sell |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $730K | Sell |
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|
2017
Q3 | $677K | Sell |
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|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.19M | Buy |
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|
2016
Q3 | $644K | Sell |
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|
2016
Q2 | $684K | Buy |
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|
2016
Q1 | $686K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $8K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $57K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Sell |
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|
2013
Q3 | $6K | Buy |
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|
2013
Q2 | $3K | Buy |
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