SIM
Seaview Investment Managers’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,645
| New | +$204K | 0.04% | 125 |
|
|
2025
Q1 | – | Sell |
-2,197
| Closed | -$245K | – | 132 |
|
|
2024
Q4 | $245K | Sell |
2,197
-90,286
| -98% | -$10.1M | 0.07% | 89 |
|
|
2024
Q3 | $8.9M | Sell |
92,483
-683
| -0.7% | -$65.7K | 2.68% | 26 |
|
|
2024
Q2 | $9.25M | Buy |
93,166
+4,420
| +5% | +$439K | 2.78% | 25 |
|
|
2024
Q1 | $10.9M | Sell |
88,746
-1,276
| -1% | -$156K | 3.27% | 7 |
|
|
2023
Q4 | $8.13M | Sell |
90,022
-7,623
| -8% | -$688K | 2.6% | 17 |
|
|
2023
Q3 | $7.91M | Buy |
97,645
+17,718
| +22% | +$1.44M | 2.64% | 11 |
|
|
2023
Q2 | $7.14M | Buy |
79,927
+11,930
| +18% | +$1.07M | 2.32% | 17 |
|
|
2023
Q1 | $6.81M | Buy |
67,997
+2,466
| +4% | +$247K | 2.34% | 18 |
|
|
2022
Q4 | $5.69M | Buy |
65,531
+3,440
| +6% | +$299K | 2.28% | 24 |
|
|
2022
Q3 | $5.86M | Buy |
62,091
+3,906
| +7% | +$368K | 2.39% | 19 |
|
|
2022
Q2 | $5.49M | Buy |
58,185
+1,901
| +3% | +$179K | 2.47% | 17 |
|
|
2022
Q1 | $7.72M | Buy |
56,284
+13,204
| +31% | +$1.81M | 2.58% | 14 |
|
|
2021
Q4 | $6.67M | Buy |
43,080
+11,287
| +36% | +$1.75M | 2.35% | 22 |
|
|
2021
Q3 | $5.38M | Buy |
31,793
+3,621
| +13% | +$613K | 2.56% | 13 |
|
|
2021
Q2 | $4.95M | Buy |
28,172
+8,439
| +43% | +$1.48M | 2.53% | 21 |
|
|
2021
Q1 | $3.64M | Sell |
19,733
-4,813
| -20% | -$888K | 2.67% | 20 |
|
|
2020
Q4 | $4.45M | Sell |
24,546
-2,965
| -11% | -$537K | 3.12% | 4 |
|
|
2020
Q3 | $3.34M | Buy |
+27,511
| New | +$3.34M | 3.07% | 15 |
|