Sawyer & Company’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 | $5.12M | Buy |
41,271
+345
| +0.8% | +$42.8K | 1.93% | 13 |
|
2025
Q1 | $4.04M | Sell |
40,926
-576
| -1% | -$56.8K | 1.63% | 20 |
|
2024
Q4 | $4.62M | Sell |
41,502
-293
| -0.7% | -$32.6K | 1.71% | 17 |
|
2024
Q3 | $4.02M | Buy |
41,795
+332
| +0.8% | +$31.9K | 1.49% | 24 |
|
2024
Q2 | $4.12M | Sell |
41,463
-42
| -0.1% | -$4.17K | 1.64% | 23 |
|
2024
Q1 | $5.08M | Sell |
41,505
-10
| -0% | -$1.22K | 2.03% | 15 |
|
2023
Q4 | $3.75M | Sell |
41,515
-1,705
| -4% | -$154K | 1.65% | 20 |
|
2023
Q3 | $3.5M | Buy |
43,220
+23,162
| +115% | +$1.88M | 1.64% | 23 |
|
2023
Q2 | $1.79M | Buy |
20,058
+346
| +2% | +$30.9K | 0.82% | 45 |
|
2023
Q1 | $1.99M | Sell |
19,712
-139
| -0.7% | -$14K | 1.07% | 38 |
|
2022
Q4 | $1.73M | Buy |
19,851
+486
| +3% | +$42.2K | 0.85% | 45 |
|
2022
Q3 | $1.83M | Buy |
19,365
+465
| +2% | +$43.9K | 1% | 38 |
|
2022
Q2 | $1.78M | Sell |
18,900
-108
| -0.6% | -$10.2K | 0.91% | 42 |
|
2022
Q1 | $2.61M | Buy |
19,008
+294
| +2% | +$40.3K | 1.17% | 27 |
|
2021
Q4 | $2.9M | Buy |
18,714
+493
| +3% | +$76.4K | 1.25% | 26 |
|
2021
Q3 | $3.08M | Sell |
18,221
-660
| -3% | -$112K | 1.45% | 21 |
|
2021
Q2 | $3.32M | Sell |
18,881
-95
| -0.5% | -$16.7K | 1.55% | 19 |
|
2021
Q1 | $3.5M | Sell |
18,976
-170
| -0.9% | -$31.4K | 1.74% | 19 |
|
2020
Q4 | $3.47M | Sell |
19,146
-220
| -1% | -$39.9K | 1.77% | 18 |
|
2020
Q3 | $2.4M | Buy |
19,366
+155
| +0.8% | +$19.2K | 1.43% | 22 |
|
2020
Q2 | $2.14M | Buy |
19,211
+4,332
| +29% | +$483K | 1.33% | 23 |
|
2020
Q1 | $1.44M | Buy |
14,879
+435
| +3% | +$42K | 1.15% | 29 |
|
2019
Q4 | $2.09M | Buy |
14,444
+840
| +6% | +$121K | 1.35% | 22 |
|
2019
Q3 | $1.77M | Sell |
13,604
-65
| -0.5% | -$8.47K | 1.26% | 25 |
|
2019
Q2 | $1.91M | Sell |
13,669
-509
| -4% | -$71.1K | 1.28% | 25 |
|
2019
Q1 | $1.57M | Buy |
14,178
+827
| +6% | +$91.8K | 1.03% | 32 |
|
2018
Q4 | $1.46M | Sell |
13,351
-225
| -2% | -$24.7K | 1.08% | 32 |
|
2018
Q3 | $1.59M | Hold |
13,576
| – | – | 0.97% | 33 |
|
2018
Q2 | $1.42M | Hold |
13,576
| – | – | 0.93% | 36 |
|
2018
Q1 | $1.36M | Sell |
13,576
-85
| -0.6% | -$8.54K | 0.92% | 37 |
|
2017
Q4 | $1.47M | Buy |
+13,661
| New | +$1.47M | 0.96% | 36 |
|