Sanders Morris Harris’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 | – | Sell |
-14,282
| Closed | -$1.4M | – | 203 |
|
|
2025
Q1 | $1.4M | Hold |
14,282
| – | – | 0.22% | 62 |
|
|
2024
Q4 | $1.59M | Sell |
14,282
-10,495
| -42% | -$1.17M | 0.24% | 66 |
|
|
2024
Q3 | $2.38M | Sell |
24,777
-396
| -2% | -$38.1K | 0.4% | 40 |
|
|
2024
Q2 | $2.5M | Sell |
25,173
-500
| -2% | -$49.6K | 0.41% | 43 |
|
|
2024
Q1 | $3.14M | Buy |
25,673
+11,570
| +82% | +$1.42M | 0.58% | 31 |
|
|
2023
Q4 | $1.29M | Sell |
14,103
-8,530
| -38% | -$781K | 0.63% | 43 |
|
|
2023
Q3 | $1.84M | Buy |
22,633
+4,395
| +24% | +$357K | 0.38% | 42 |
|
|
2023
Q2 | $1.65M | Buy |
18,238
+14,563
| +396% | +$1.31M | 0.36% | 37 |
|
|
2023
Q1 | $368K | Sell |
3,675
-10,888
| -75% | -$1.09M | 0.13% | 78 |
|
|
2022
Q4 | $1.27M | Sell |
14,563
-3,975
| -21% | -$345K | 0.48% | 36 |
|
|
2022
Q3 | $1.79M | Hold |
18,538
| – | – | 0.44% | 36 |
|
|
2022
Q2 | $1.78M | Sell |
18,538
-904
| -5% | -$86.6K | 0.39% | 44 |
|
|
2022
Q1 | $2.67M | Sell |
19,442
-61,703
| -76% | -$8.46M | 0.52% | 37 |
|
|
2021
Q4 | $12.7M | Buy |
81,145
+64,453
| +386% | +$10.1M | 2.2% | 11 |
|
|
2021
Q3 | $2.96M | Hold |
16,692
| – | – | 0.54% | 36 |
|
|
2021
Q2 | $2.9M | Sell |
16,692
-590
| -3% | -$103K | 0.56% | 34 |
|
|
2021
Q1 | $3.24M | Buy |
17,282
+280
| +2% | +$52.4K | 0.68% | 33 |
|
|
2020
Q4 | $3M | Buy |
17,002
+300
| +2% | +$53K | 0.68% | 33 |
|
|
2020
Q3 | $2.14M | Buy |
16,702
+11,728
| +236% | +$1.51M | 0.58% | 39 |
|
|
2020
Q2 | $560K | Buy |
+4,974
| New | +$560K | 0.27% | 46 |
|
|
2020
Q1 | – | Sell |
-8,013
| Closed | -$1.13M | – | 192 |
|
|
2019
Q4 | $1.13M | Sell |
8,013
-400
| -5% | -$56.3K | 0.26% | 98 |
|
|
2019
Q3 | $1.08M | Buy |
8,413
+600
| +8% | +$77K | 0.26% | 89 |
|
|
2019
Q2 | $1.1M | Buy |
+7,813
| New | +$1.1M | 0.29% | 79 |
|
|
2018
Q4 | – | Sell |
-2,186
| Closed | -$255K | – | 124 |
|
|
2018
Q3 | $255K | Hold |
2,186
| – | – | 0.12% | 104 |
|
|
2018
Q2 | $229K | Hold |
2,186
| – | – | 0.11% | 110 |
|
|
2018
Q1 | $219K | Buy |
2,186
+75
| +4% | +$7.51K | 0.09% | 118 |
|
|
2017
Q4 | $227K | Buy |
+2,111
| New | +$227K | 0.1% | 102 |
|
|
2017
Q3 | – | Sell |
-2,846
| Closed | -$303K | – | 145 |
|
|
2017
Q2 | $303K | Sell |
2,846
-50
| -2% | -$5.32K | 0.12% | 89 |
|
|
2017
Q1 | $328K | Buy |
2,896
+850
| +42% | +$96.3K | 0.12% | 96 |
|
|
2016
Q4 | $213K | Buy |
+2,046
| New | +$213K | 0.1% | 101 |
|
|
2016
Q3 | – | Sell |
-2,545
| Closed | -$249K | – | 173 |
|
|
2016
Q2 | $249K | Sell |
2,545
-18,223
| -88% | -$1.78M | 0.06% | 193 |
|
|
2016
Q1 | $2.06M | Buy |
+20,768
| New | +$2.06M | 0.36% | 64 |
|