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RE Dickinson Investment Advisors’s Walt Disney DIS Stock Holding History

RE Dickinson Investment Advisors’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$195K Buy
175
+19
+12% +$2K 0.01% 136
2024
Q3 		$15K Hold
156
– – 0.01% 148
2024
Q2 		$15.5K Buy
156
+97
+164% +$10.4K 0.01% 142
2024
Q1 		$7K Hold
59
– – ﹤0.01% 167
2023
Q4 		$6K Sell
59
-50
-46% -$4.41K ﹤0.01% 176
2023
Q3 		$9K Sell
109
-64
-37% -$5.47K 0.01% 177
2023
Q2 		$16K Buy
173
+11
+7% +$1.04K 0.01% 229
2023
Q1 		$16K Buy
162
+25
+18% +$2.52K 0.01% 237
2022
Q4 		$11K Hold
137
– – ﹤0.01% 249
2022
Q3 		$13K Buy
137
+40
+41% +$4.28K 0.01% 138
2022
Q2 		$9 Sell
97
-75
-44% -$8.32K ﹤0.01% 166
2022
Q1 		$23K Buy
172
+85
+98% +$12.3K 0.02% 134
2021
Q4 		$13K Buy
+87
New +$14.1K 0.01% 165

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return