Ramsay Stattman Vela & Price’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
55,497
+581
| +1% | +$72.1K | 1.29% | 26 |
|
|
2025
Q1 | $5.42M | Buy |
54,916
+2,366
| +5% | +$234K | 1.03% | 32 |
|
|
2024
Q4 | $5.85M | Sell |
52,550
-2,210
| -4% | -$246K | 1.09% | 28 |
|
|
2024
Q3 | $5.27M | Sell |
54,760
-11,871
| -18% | -$1.14M | 0.98% | 33 |
|
|
2024
Q2 | $6.62M | Sell |
66,631
-682
| -1% | -$67.7K | 1.25% | 28 |
|
|
2024
Q1 | $8.24M | Sell |
67,313
-1,585
| -2% | -$194K | 1.58% | 28 |
|
|
2023
Q4 | $6.22M | Sell |
68,898
-4,420
| -6% | -$399K | 1.27% | 32 |
|
|
2023
Q3 | $5.94M | Sell |
73,318
-12,183
| -14% | -$987K | 1.29% | 31 |
|
|
2023
Q2 | $7.63M | Sell |
85,501
-1,729
| -2% | -$154K | 1.56% | 25 |
|
|
2023
Q1 | $8.73M | Sell |
87,230
-3,510
| -4% | -$351K | 1.89% | 22 |
|
|
2022
Q4 | $7.88M | Buy |
90,740
+9,057
| +11% | +$787K | 1.78% | 22 |
|
|
2022
Q3 | $7.71M | Sell |
81,683
-6,202
| -7% | -$585K | 1.91% | 19 |
|
|
2022
Q2 | $8.3M | Buy |
87,885
+4,290
| +5% | +$405K | 1.86% | 22 |
|
|
2022
Q1 | $11.5M | Buy |
83,595
+14,719
| +21% | +$2.02M | 2.24% | 13 |
|
|
2021
Q4 | $10.7M | Buy |
68,876
+2,500
| +4% | +$387K | 2.42% | 17 |
|
|
2021
Q3 | $11.2M | Buy |
66,376
+164
| +0.2% | +$27.7K | 2.8% | 13 |
|
|
2021
Q2 | $11.6M | Sell |
66,212
-140
| -0.2% | -$24.6K | 2.88% | 11 |
|
|
2021
Q1 | $12.2M | Sell |
66,352
-70
| -0.1% | -$12.9K | 3.25% | 7 |
|
|
2020
Q4 | $12M | Sell |
66,422
-75
| -0.1% | -$13.6K | 3.38% | 7 |
|
|
2020
Q3 | $8.25M | Buy |
66,497
+765
| +1% | +$94.9K | 2.56% | 16 |
|
|
2020
Q2 | $7.33M | Sell |
65,732
-2,730
| -4% | -$304K | 2.53% | 17 |
|
|
2020
Q1 | $6.61M | Buy |
68,462
+3,228
| +5% | +$312K | 2.61% | 19 |
|
|
2019
Q4 | $9.44M | Buy |
65,234
+707
| +1% | +$102K | 3.02% | 12 |
|
|
2019
Q3 | $8.41M | Buy |
64,527
+1,643
| +3% | +$214K | 2.91% | 18 |
|
|
2019
Q2 | $8.78M | Sell |
62,884
-775
| -1% | -$108K | 3.13% | 11 |
|
|
2019
Q1 | $7.07M | Buy |
63,659
+1,428
| +2% | +$159K | 2.58% | 20 |
|
|
2018
Q4 | $6.82M | Sell |
62,231
-745
| -1% | -$81.7K | 2.85% | 16 |
|
|
2018
Q3 | $7.36M | Buy |
62,976
+845
| +1% | +$98.8K | 2.68% | 19 |
|
|
2018
Q2 | $6.51M | Buy |
62,131
+335
| +0.5% | +$35.1K | 2.58% | 21 |
|
|
2018
Q1 | $6.21M | Buy |
61,796
+1,896
| +3% | +$190K | 2.51% | 24 |
|
|
2017
Q4 | $6.44M | Sell |
59,900
-230
| -0.4% | -$24.7K | 2.55% | 23 |
|
|
2017
Q3 | $5.93M | Buy |
60,130
+879
| +1% | +$86.6K | 2.5% | 25 |
|
|
2017
Q2 | $6.3M | Sell |
59,251
-565
| -0.9% | -$60K | 2.74% | 21 |
|
|
2017
Q1 | $6.78M | Sell |
59,816
-270
| -0.4% | -$30.6K | 3.09% | 13 |
|
|
2016
Q4 | $6.26M | Hold |
60,086
| – | – | 2.96% | 15 |
|
|
2016
Q3 | $5.58M | Buy |
60,086
+6,880
| +13% | +$639K | 2.67% | 22 |
|
|
2016
Q2 | $5.21M | Buy |
53,206
+7,530
| +16% | +$737K | 2.57% | 22 |
|
|
2016
Q1 | $4.54M | Buy |
45,676
+38,050
| +499% | +$3.78M | 2.33% | 26 |
|
|
2015
Q4 | $801K | Hold |
7,626
| – | – | 0.4% | 39 |
|
|
2015
Q3 | $779K | Buy |
7,626
+120
| +2% | +$12.3K | 0.4% | 40 |
|
|
2015
Q2 | $857K | Hold |
7,506
| – | – | 0.42% | 39 |
|
|
2015
Q1 | $787K | Buy |
7,506
+25
| +0.3% | +$2.62K | 0.38% | 39 |
|
|
2014
Q4 | $705K | Buy |
+7,481
| New | +$705K | 0.33% | 43 |
|