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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $808K | Sell |
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|
2025
Q2 | $895K | Buy |
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|
2025
Q1 | $655K | Buy |
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|
2024
Q4 | $720K | Sell |
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|
2024
Q3 | $671K | Sell |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $563K | Sell |
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|
2022
Q4 | $561K | Sell |
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|
2022
Q3 | $643K | Buy |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $941K | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $652K | Sell |
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|
2020
Q1 | $587K | Buy |
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|
2019
Q4 | $819K | Sell |
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|
2019
Q3 | $951K | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $760K | Sell |
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|
2018
Q4 | $896K | Buy |
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|
2018
Q3 | $829K | Sell |
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|
2018
Q2 | $755K | Sell |
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|
2018
Q1 | $757K | Buy |
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|
2017
Q4 | $800K | Sell |
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|
2017
Q3 | $741K | Sell |
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|
2017
Q2 | $878K | Buy |
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|
2017
Q1 | $913K | Sell |
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|
2016
Q4 | $2.29M | Buy |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $540K | Buy |
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|
2016
Q1 | $410K | Sell |
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|
2015
Q4 | $441K | Buy |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $429K | Buy |
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|
2015
Q1 | $373K | Sell |
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|
2014
Q4 | $340K | Sell |
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|
2014
Q3 | $353K | Buy |
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|
2014
Q2 | $299K | Buy |
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|
2014
Q1 | $235K | Sell |
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|
2013
Q4 | $366K | Buy |
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|
2013
Q3 | $199K | Buy |
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|
2013
Q2 | $172K | Buy |
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