Plancorp LLC’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 | $636K | Sell |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $804K | Buy |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $726K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $484K | Buy |
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|
2023
Q2 | $476K | Sell |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $437K | Sell |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $783K | Buy |
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $932K | Buy |
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|
2021
Q1 | $976K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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|
2020
Q3 | $647K | Buy |
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|
2020
Q2 | $578K | Sell |
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|
2020
Q1 | $528K | Sell |
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|
2019
Q4 | $792K | Buy |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $698K | Buy |
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|
2019
Q1 | $544K | Sell |
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|
2018
Q4 | $778K | Sell |
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|
2018
Q3 | $841K | Buy |
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|
2018
Q2 | $739K | Sell |
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|
2018
Q1 | $711K | Sell |
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|
2017
Q4 | $765K | Sell |
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|
2017
Q3 | $702K | Buy |
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|
2017
Q2 | $716K | Buy |
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|
2017
Q1 | $752K | Buy |
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|
2016
Q4 | $691K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $321K | Hold |
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|
2015
Q3 | $312K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $234K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $211K | Buy |
|