Simon Quick Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $697K | Buy |
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|
2025
Q2 | $622K | Sell |
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|
2025
Q1 | $1.34M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $831K | Buy |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $687K | Buy |
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|
2022
Q2 | $590K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $504K | Sell |
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|
2021
Q3 | $937K | Buy |
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|
2021
Q2 | $619K | Buy |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $558K | Sell |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $191K | Sell |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $373K | Buy |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $340K | Hold |
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|
2018
Q4 | $336K | Hold |
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|
2018
Q3 | $358K | Sell |
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|
2018
Q2 | $368K | Sell |
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|
2018
Q1 | $527K | Buy |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $257K | Buy |
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|
2017
Q2 | $155K | Hold |
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|
2017
Q1 | $166K | Buy |
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|
2016
Q4 | $152K | Buy |
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