Stoneridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $2.91M | Sell |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $1.81M | Sell |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $3.54M | Hold |
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|
2022
Q2 | $3.55M | Hold |
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|
2022
Q1 | $5.16M | Hold |
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|
2021
Q4 | $5.82M | Buy |
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|
2021
Q3 | $5.25M | Sell |
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|
2021
Q2 | $5.67M | Buy |
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|
2021
Q1 | $5.89M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $1.9M | Sell |
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|
2018
Q3 | $2.27M | Sell |
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|
2018
Q2 | $2.15M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.03M | Sell |
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|
2016
Q2 | $6.18M | Buy |
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|
2016
Q1 | $5.19M | Sell |
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|
2015
Q4 | $5.73M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $877K | Buy |
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|
2014
Q3 | $798K | Buy |
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