Stamos Capital Partners’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
Q2 | $4.14M | Buy |
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|
2025
Q1 | $2.61M | Sell |
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|
2024
Q4 | $5.04M | Sell |
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|
2024
Q3 | $6.11M | Buy |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $4.49M | Sell |
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|
2023
Q3 | $7.55M | Buy |
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|
2023
Q2 | $6.59M | Buy |
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|
2023
Q1 | $5.4M | Buy |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $6.57M | Buy |
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|
2022
Q2 | $3.08M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $1.76M | Sell |
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|
2019
Q3 | $1.82M | Buy |
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|
2019
Q2 | $1.61M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $2.08M | Buy |
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