RWM
Ritholtz Wealth Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
26,131
+2,167
| +9% | +$269K | 0.07% | 181 |
|
|
2025
Q1 | $2.37M | Buy |
23,964
+887
| +4% | +$87.5K | 0.07% | 210 |
|
|
2024
Q4 | $2.57M | Buy |
23,077
+1,195
| +5% | +$133K | 0.08% | 183 |
|
|
2024
Q3 | $2.1M | Sell |
21,882
-2,060
| -9% | -$198K | 0.06% | 219 |
|
|
2024
Q2 | $2.38M | Sell |
23,942
-167
| -0.7% | -$16.6K | 0.08% | 169 |
|
|
2024
Q1 | $2.95M | Buy |
24,109
+754
| +3% | +$92.3K | 0.1% | 136 |
|
|
2023
Q4 | $2.11M | Buy |
23,355
+2,439
| +12% | +$220K | 0.08% | 159 |
|
|
2023
Q3 | $1.7M | Sell |
20,916
-2,401
| -10% | -$195K | 0.08% | 173 |
|
|
2023
Q2 | $2.08M | Buy |
23,317
+282
| +1% | +$25.2K | 0.09% | 131 |
|
|
2023
Q1 | $2.31M | Buy |
23,035
+1,047
| +5% | +$105K | 0.12% | 107 |
|
|
2022
Q4 | $1.91M | Sell |
21,988
-13,238
| -38% | -$1.15M | 0.11% | 132 |
|
|
2022
Q3 | $3.32M | Buy |
35,226
+10,313
| +41% | +$973K | 0.18% | 76 |
|
|
2022
Q2 | $2.35M | Sell |
24,913
-1,414
| -5% | -$133K | 0.15% | 80 |
|
|
2022
Q1 | $3.61M | Sell |
26,327
-291
| -1% | -$39.9K | 0.24% | 46 |
|
|
2021
Q4 | $4.12M | Buy |
26,618
+1,723
| +7% | +$267K | 0.26% | 39 |
|
|
2021
Q3 | $4.21M | Buy |
24,895
+875
| +4% | +$148K | 0.29% | 38 |
|
|
2021
Q2 | $4.22M | Buy |
24,020
+2,343
| +11% | +$412K | 0.3% | 32 |
|
|
2021
Q1 | $4M | Buy |
21,677
+1,438
| +7% | +$265K | 0.33% | 28 |
|
|
2020
Q4 | $3.67M | Buy |
20,239
+137
| +0.7% | +$24.8K | 0.35% | 27 |
|
|
2020
Q3 | $2.49M | Buy |
20,102
+1,217
| +6% | +$151K | 0.28% | 36 |
|
|
2020
Q2 | $2.11M | Buy |
18,885
+257
| +1% | +$28.7K | 0.27% | 38 |
|
|
2020
Q1 | $1.8M | Buy |
18,628
+549
| +3% | +$53K | 0.29% | 32 |
|
|
2019
Q4 | $2.62M | Buy |
18,079
+1
| +0% | +$145 | 0.38% | 29 |
|
|
2019
Q3 | $2.36M | Sell |
18,078
-55
| -0.3% | -$7.17K | 0.38% | 28 |
|
|
2019
Q2 | $2.53M | Sell |
18,133
-2,001
| -10% | -$279K | 0.43% | 25 |
|
|
2019
Q1 | $2.24M | Sell |
20,134
-34
| -0.2% | -$3.77K | 0.41% | 27 |
|
|
2018
Q4 | $2.21M | Sell |
20,168
-1,576
| -7% | -$173K | 0.5% | 27 |
|
|
2018
Q3 | $2.54M | Sell |
21,744
-1,163
| -5% | -$136K | 0.64% | 15 |
|
|
2018
Q2 | $2.4M | Sell |
22,907
-697
| -3% | -$73.1K | 0.65% | 15 |
|
|
2018
Q1 | $2.37M | Sell |
23,604
-81
| -0.3% | -$8.14K | 0.68% | 15 |
|
|
2017
Q4 | $2.55M | Buy |
23,685
+21,314
| +899% | +$2.29M | 0.75% | 18 |
|
|
2017
Q3 | $234K | Buy |
2,371
+310
| +15% | +$30.6K | 0.09% | 68 |
|
|
2017
Q2 | $219K | Buy |
+2,061
| New | +$219K | 0.09% | 63 |
|