Perennial Advisors’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
Q3 | $7.12M | Buy |
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|
2025
Q2 | $7.65M | Buy |
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|
2025
Q1 | $6.05M | Buy |
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|
2024
Q4 | $6.31M | Buy |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $6.13M | Buy |
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|
2023
Q4 | $4.48M | Sell |
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|
2023
Q3 | $4.12M | Buy |
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|
2023
Q2 | $4.5M | Sell |
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|
2023
Q1 | $5.12M | Buy |
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|
2022
Q4 | $4.37M | Sell |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $4.75M | Buy |
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|
2022
Q1 | $6.74M | Buy |
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|
2021
Q4 | $6.98M | Buy |
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|
2021
Q3 | $7.37M | Buy |
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|
2021
Q2 | $7.44M | Buy |
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|
2021
Q1 | $7.71M | Sell |
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|
2020
Q4 | $7.64M | Buy |
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|
2020
Q3 | $5.17M | Buy |
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|
2020
Q2 | $4.58M | Buy |
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|
2020
Q1 | $3.72M | Buy |
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|
2019
Q4 | $5.15M | Sell |
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|
2019
Q3 | $4.67M | Buy |
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|
2019
Q2 | $4.91M | Buy |
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|
2019
Q1 | $3.85M | Buy |
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|
2018
Q4 | $3.52M | Buy |
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|
2018
Q3 | $3.61M | Buy |
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|
2018
Q2 | $3.21M | Sell |
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|
2018
Q1 | $3.13M | Sell |
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|
2017
Q4 | $3.42M | Buy |
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|
2017
Q3 | $3.1M | Buy |
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|
2017
Q2 | $3.18M | Buy |
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|
2017
Q1 | $3.24M | Buy |
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|
2016
Q4 | $2.95M | Buy |
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