Raab & Moskowitz Asset Management’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 | $889K | Sell |
9,228
-2,724
| -23% | -$288K | 0.2% | 95 |
|
|
2025
Q4 | $1.36M | Sell |
11,952
-391
| -3% | -$43.1K | 0.3% | 80 |
|
|
2025
Q3 | $1.41M | Sell |
12,343
-151
| -1% | -$17.8K | 0.32% | 79 |
|
|
2025
Q2 | $1.55M | Sell |
12,494
-1,996
| -14% | -$207K | 0.37% | 71 |
|
|
2025
Q1 | $1.43M | Sell |
14,490
-1,639
| -10% | -$176K | 0.36% | 71 |
|
|
2024
Q4 | $1.8M | Sell |
16,129
-593
| -4% | -$62.3K | 0.44% | 65 |
|
|
2024
Q3 | $1.61M | Sell |
16,722
-1,165
| -7% | -$107K | 0.41% | 66 |
|
|
2024
Q2 | $1.78M | Sell |
17,887
-321
| -2% | -$34.6K | 0.48% | 57 |
|
|
2024
Q1 | $2.23M | Sell |
18,208
-9
| -0% | -$940 | 0.62% | 48 |
|
|
2023
Q4 | $1.64M | Sell |
18,217
-2,608
| -13% | -$230K | 0.52% | 54 |
|
|
2023
Q3 | $1.69M | Sell |
20,825
-12,321
| -37% | -$1.05M | 0.59% | 47 |
|
|
2023
Q2 | $2.96M | Sell |
33,146
-3,521
| -10% | -$334K | 1.01% | 25 |
|
|
2023
Q1 | $3.67M | Buy |
36,667
+1,444
| +4% | +$146K | 1.34% | 21 |
|
|
2022
Q4 | $3.06M | Sell |
35,223
-1,340
| -4% | -$128K | 1.16% | 24 |
|
|
2022
Q3 | $3.45M | Buy |
36,563
+1,339
| +4% | +$143K | 1.45% | 21 |
|
|
2022
Q2 | $3.33M | Buy |
35,224
+2,884
| +9% | +$320K | 1.3% | 22 |
|
|
2022
Q1 | $4.43M | Buy |
32,340
+96
| +0.3% | +$13.9K | 1.52% | 17 |
|
|
2021
Q4 | $4.99M | Buy |
32,244
+1,713
| +6% | +$277K | 1.64% | 15 |
|
|
2021
Q3 | $5.17M | Sell |
30,531
-397
| -1% | -$70.8K | 1.87% | 11 |
|
|
2021
Q2 | $5.44M | Buy |
30,928
+61
| +0.2% | +$11K | 1.99% | 9 |
|
|
2021
Q1 | $5.7M | Sell |
30,867
-446
| -1% | -$82.2K | 2.22% | 6 |
|
|
2020
Q4 | $5.67M | Sell |
31,313
-297
| -0.9% | -$42.6K | 2.33% | 6 |
|
|
2020
Q3 | $3.92M | Sell |
31,610
-2,005
| -6% | -$251K | 1.81% | 16 |
|
|
2020
Q2 | $3.75M | Sell |
33,615
-1,097
| -3% | -$121K | 1.82% | 15 |
|
|
2020
Q1 | $3.35M | Sell |
34,712
-382
| -1% | -$48.3K | 1.83% | 16 |
|
|
2019
Q4 | $5.08M | Sell |
35,094
-162
| -0.5% | -$22.6K | 2.01% | 7 |
|
|
2019
Q3 | $4.59M | Sell |
35,256
-1,215
| -3% | -$168K | 2.01% | 8 |
|
|
2019
Q2 | $5.09M | Sell |
36,471
-1,170
| -3% | -$155K | 2.26% | 5 |
|
|
2019
Q1 | $4.18M | Sell |
37,641
-1,513
| -4% | -$169K | 1.91% | 8 |
|
|
2018
Q4 | $4.29M | Buy |
39,154
+1,603
| +4% | +$182K | 2.11% | 6 |
|
|
2018
Q3 | $4.39M | Sell |
37,551
-1,899
| -5% | -$211K | 1.82% | 7 |
|
|
2018
Q2 | $4.13M | Buy |
39,450
+19,037
| +93% | +$1.95M | 1.97% | 8 |
|
|
2018
Q1 | $2.05M | Sell |
20,413
-1,298
| -6% | -$138K | 1.01% | 32 |
|
|
2017
Q4 | $2.33M | Sell |
21,711
-1,520
| -7% | -$157K | 1.13% | 27 |
|
|
2017
Q3 | $2.27M | Sell |
23,231
-650
| -3% | -$66.9K | 1.1% | 30 |
|
|
2017
Q2 | $2.42M | Sell |
23,881
-424
| -2% | -$46.4K | 1.2% | 27 |
|
|
2017
Q1 | $2.76M | Buy |
24,305
+1,692
| +7% | +$186K | 1.44% | 20 |
|
|
2016
Q4 | $2.36M | Buy |
22,613
+7,259
| +47% | +$708K | 1.28% | 24 |
|
|
2016
Q3 | $1.43M | Buy |
15,354
+612
| +4% | +$58.6K | 0.81% | 46 |
|
|
2016
Q2 | $1.44M | Buy |
14,742
+495
| +3% | +$49.5K | 0.82% | 43 |
|
|
2016
Q1 | $1.41M | Buy |
14,247
+199
| +1% | +$19.2K | 0.84% | 46 |
|
|
2015
Q4 | $1.48M | Buy |
14,048
+274
| +2% | +$30.5K | 0.88% | 42 |
|
|
2015
Q3 | $1.41M | Buy |
13,774
+4,526
| +49% | +$493K | 0.91% | 41 |
|
|
2015
Q2 | $1.05M | Sell |
9,248
-100
| -1% | -$11K | 0.65% | 56 |
|
|
2015
Q1 | $981K | Sell |
9,348
-1,004
| -10% | -$101K | 0.6% | 56 |
|
|
2014
Q4 | $975K | Sell |
10,352
-152
| -1% | -$13.7K | 0.56% | 55 |
|
|
2014
Q3 | $935K | Sell |
10,504
-1,969
| -16% | -$174K | 0.45% | 74 |
|
|
2014
Q2 | $1.07M | Sell |
12,473
-20
| -0.2% | -$1.63K | 0.51% | 70 |
|
|
2014
Q1 | $1M | Sell |
12,493
-1,275
| -9% | -$98.8K | 0.55% | 62 |
|
|
2013
Q4 | $1.05M | Buy |
+13,768
| New | +$954K | 0.6% | 59 |
|
Other funds holding DIS
VCM
VPM
