Peninsula Asset Management’s Walt Disney DIS Stock Holding History

Peninsula Asset Management’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$360K	Sell	2,900 -6	-0.2%	-$744	0.19%	40
2025 Q1	$287K	Buy	2,906 +281	+11%	+$27.7K	0.16%	43
2024 Q4	$292K	Hold	2,625	–	–	0.16%	41
2024 Q3	$252K	Sell	2,625 -200	-7%	-$19.2K	0.13%	42
2024 Q2	$280K	Sell	2,825 -25	-0.9%	-$2.48K	0.15%	39
2024 Q1	$349K	Hold	2,850	–	–	0.19%	39
2023 Q4	$257K	Sell	2,850 -25	-0.9%	-$2.26K	0.15%	40
2023 Q3	$233K	Hold	2,875	–	–	0.15%	41
2023 Q2	$257K	Hold	2,875	–	–	0.15%	40
2023 Q1	$288K	Hold	2,875	–	–	0.18%	41
2022 Q4	$250K	Hold	2,875	–	–	0.15%	42
2022 Q3	$272K	Hold	2,875	–	–	0.17%	42
2022 Q2	$272K	Sell	2,875 -700	-20%	-$66.2K	0.17%	43
2022 Q1	$491K	Sell	3,575 -85	-2%	-$11.7K	0.25%	39
2021 Q4	$567K	Sell	3,660 -15	-0.4%	-$2.32K	0.27%	38
2021 Q3	$622K	Hold	3,675	–	–	0.32%	39
2021 Q2	$646K	Buy	3,675 +100	+3%	+$17.6K	0.34%	39
2021 Q1	$660K	Sell	3,575 -705	-16%	-$130K	0.37%	39
2020 Q4	$776K	Hold	4,280	–	–	0.47%	37
2020 Q3	$531K	Sell	4,280 -60	-1%	-$7.44K	0.36%	40
2020 Q2	$484K	Sell	4,340 -506	-10%	-$56.4K	0.35%	40
2020 Q1	$468K	Buy	4,846 +491	+11%	+$47.4K	0.39%	40
2019 Q4	$630K	Hold	4,355	–	–	0.42%	40
2019 Q3	$568K	Sell	4,355 -85	-2%	-$11.1K	0.39%	43
2019 Q2	$620K	Buy	4,440 +200	+5%	+$27.9K	0.44%	43
2019 Q1	$471K	Sell	4,240 -400	-9%	-$44.4K	0.34%	44
2018 Q4	$509K	Hold	4,640	–	–	0.42%	42
2018 Q3	$542K	Hold	4,640	–	–	0.37%	41
2018 Q2	$487K	Hold	4,640	–	–	0.35%	41
2018 Q1	$466K	Sell	4,640 -100	-2%	-$10K	0.34%	43
2017 Q4	$510K	Buy	4,740 +45	+1%	+$4.84K	0.38%	41
2017 Q3	$463K	Sell	4,695 -506	-10%	-$49.9K	0.34%	43
2017 Q2	$553K	Buy	5,201 +521	+11%	+$55.4K	0.41%	43
2017 Q1	$530K	Sell	4,680 -200	-4%	-$22.7K	0.41%	41
2016 Q4	$509K	Sell	4,880 -606	-11%	-$63.2K	0.41%	41
2016 Q3	$510K	Buy	5,486 +506	+10%	+$47K	0.39%	41
2016 Q2	$487K	Hold	4,980	–	–	0.4%	41
2016 Q1	$494K	Sell	4,980 -100	-2%	-$9.92K	0.42%	41
2015 Q4	$534K	Sell	5,080 -106	-2%	-$11.1K	0.47%	41
2015 Q3	$530K	Buy	5,186 +206	+4%	+$21.1K	0.44%	44
2015 Q2	$568K	Hold	4,980	–	–	0.47%	45
2015 Q1	$541K	Hold	4,980	–	–	0.43%	43
2014 Q4	$469K	Hold	4,980	–	–	0.38%	43
2014 Q3	$444K	Hold	4,980	–	–	0.37%	43
2014 Q2	$427K	Sell	4,980 -506	-9%	-$43.4K	0.35%	43
2014 Q1	$440K	Sell	5,486 -200	-4%	-$16K	0.36%	43
2013 Q4	$434K	Buy	5,686 +506	+10%	+$38.6K	0.35%	43
2013 Q3	$334K	Hold	5,180	–	–	0.3%	44
2013 Q2	$327K	Buy	+5,180	New	+$327K	0.31%	44