Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $609K | Sell |
6,316
-823
| -12% | -$87K | 0.04% | 78 |
|
|
2025
Q4 | $812K | Buy |
7,139
+79
| +1% | +$8.7K | 0.05% | 63 |
|
|
2025
Q3 | $808K | Sell |
7,060
-155
| -2% | -$18.3K | 0.05% | 57 |
|
|
2025
Q2 | $895K | Buy |
7,215
+582
| +9% | +$60.5K | 0.06% | 50 |
|
|
2025
Q1 | $655K | Buy |
6,633
+163
| +3% | +$17.5K | 0.06% | 66 |
|
|
2024
Q4 | $720K | Sell |
6,470
-502
| -7% | -$52.7K | 0.06% | 65 |
|
|
2024
Q3 | $671K | Sell |
6,972
-95
| -1% | -$8.74K | 0.06% | 67 |
|
|
2024
Q2 | $702K | Buy |
7,067
+1,342
| +23% | +$144K | 0.07% | 62 |
|
|
2024
Q1 | $701K | Sell |
5,725
-1,027
| -15% | -$107K | 0.08% | 65 |
|
|
2023
Q4 | $610K | Buy |
6,752
+287
| +4% | +$25.3K | 0.06% | 72 |
|
|
2023
Q3 | $524K | Sell |
6,465
-257
| -4% | -$21.9K | 0.06% | 74 |
|
|
2023
Q2 | $600K | Buy |
6,722
+1,095
| +19% | +$104K | 0.07% | 73 |
|
|
2023
Q1 | $563K | Sell |
5,627
-836
| -13% | -$84.3K | 0.08% | 74 |
|
|
2022
Q4 | $561K | Sell |
6,463
-352
| -5% | -$33.7K | 0.08% | 75 |
|
|
2022
Q3 | $643K | Buy |
6,815
+101
| +2% | +$10.8K | 0.11% | 60 |
|
|
2022
Q2 | $634K | Sell |
6,714
-149
| -2% | -$16.5K | 0.11% | 63 |
|
|
2022
Q1 | $941K | Sell |
6,863
-972
| -12% | -$141K | 0.18% | 54 |
|
|
2021
Q4 | $1.21M | Buy |
7,835
+847
| +12% | +$137K | 0.2% | 48 |
|
|
2021
Q3 | $1.18M | Buy |
6,988
+181
| +3% | +$32.3K | 0.26% | 41 |
|
|
2021
Q2 | $1.2M | Sell |
6,807
-1,189
| -15% | -$214K | 0.29% | 40 |
|
|
2021
Q1 | $1.48M | Buy |
7,996
+1,649
| +26% | +$304K | 0.4% | 32 |
|
|
2020
Q4 | $1.15M | Sell |
6,347
-1,806
| -22% | -$259K | 0.36% | 38 |
|
|
2020
Q3 | $1.01M | Buy |
8,153
+2,309
| +40% | +$289K | 0.36% | 41 |
|
|
2020
Q2 | $652K | Sell |
5,844
-232
| -4% | -$25.6K | 0.26% | 53 |
|
|
2020
Q1 | $587K | Buy |
6,076
+411
| +7% | +$52K | 0.27% | 54 |
|
|
2019
Q4 | $819K | Sell |
5,665
-1,635
| -22% | -$228K | 0.29% | 49 |
|
|
2019
Q3 | $951K | Buy |
7,300
+19
| +0.3% | +$2.63K | 0.28% | 53 |
|
|
2019
Q2 | $1.02M | Buy |
7,281
+434
| +6% | +$57.6K | 0.31% | 45 |
|
|
2019
Q1 | $760K | Sell |
6,847
-1,324
| -16% | -$148K | 0.24% | 56 |
|
|
2018
Q4 | $896K | Buy |
8,171
+1,084
| +15% | +$123K | 0.31% | 50 |
|
|
2018
Q3 | $829K | Sell |
7,087
-112
| -2% | -$12.5K | 0.27% | 50 |
|
|
2018
Q2 | $755K | Sell |
7,199
-335
| -4% | -$34.3K | 0.39% | 53 |
|
|
2018
Q1 | $757K | Buy |
7,534
+95
| +1% | +$10.1K | 0.42% | 52 |
|
|
2017
Q4 | $800K | Sell |
7,439
-81
| -1% | -$8.34K | 0.44% | 48 |
|
|
2017
Q3 | $741K | Sell |
7,520
-740
| -9% | -$76.1K | 0.44% | 49 |
|
|
2017
Q2 | $878K | Buy |
8,260
+206
| +3% | +$22.6K | 0.55% | 40 |
|
|
2017
Q1 | $913K | Sell |
8,054
-13,914
| -63% | -$1.53M | 0.55% | 39 |
|
|
2016
Q4 | $2.29M | Buy |
21,968
+16,303
| +288% | +$1.59M | 1.43% | 11 |
|
|
2016
Q3 | $526K | Buy |
5,665
+150
| +3% | +$14.4K | 0.36% | 59 |
|
|
2016
Q2 | $540K | Buy |
5,515
+1,386
| +34% | +$139K | 0.39% | 53 |
|
|
2016
Q1 | $410K | Sell |
4,129
-65
| -2% | -$6.28K | 0.32% | 70 |
|
|
2015
Q4 | $441K | Buy |
4,194
+347
| +9% | +$38.7K | 0.33% | 63 |
|
|
2015
Q3 | $393K | Buy |
3,847
+89
| +2% | +$9.69K | 0.31% | 68 |
|
|
2015
Q2 | $429K | Buy |
3,758
+205
| +6% | +$22.5K | 0.31% | 65 |
|
|
2015
Q1 | $373K | Sell |
3,553
-60
| -2% | -$6.05K | 0.26% | 76 |
|
|
2014
Q4 | $340K | Sell |
3,613
-355
| -9% | -$32K | 0.25% | 74 |
|
|
2014
Q3 | $353K | Buy |
3,968
+483
| +14% | +$42.6K | 0.31% | 63 |
|
|
2014
Q2 | $299K | Buy |
3,485
+545
| +19% | +$44.5K | 0.27% | 65 |
|
|
2014
Q1 | $235K | Sell |
2,940
-1,846
| -39% | -$143K | 0.26% | 68 |
|
|
2013
Q4 | $366K | Buy |
4,786
+1,708
| +55% | +$118K | 0.21% | 61 |
|
|
2013
Q3 | $199K | Buy |
3,078
+357
| +13% | +$22.9K | 0.12% | 71 |
|
|
2013
Q2 | $172K | Buy |
+2,721
| New | +$172K | 0.13% | 73 |
|
Other funds holding DIS
VCM
VPM
