SIM
Studio Investment Management’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
25,173
-328
| -1% | -$40.7K | 0.63% | 37 |
|
|
2025
Q1 | $2.52M | Sell |
25,501
-627
| -2% | -$61.9K | 0.52% | 43 |
|
|
2024
Q4 | $2.92M | Buy |
26,128
+24
| +0.1% | +$2.68K | 0.62% | 45 |
|
|
2024
Q3 | $2.51M | Buy |
26,104
+318
| +1% | +$30.6K | 0.53% | 48 |
|
|
2024
Q2 | $2.56M | Buy |
25,786
+1,581
| +7% | +$157K | 0.58% | 46 |
|
|
2024
Q1 | $2.96M | Sell |
24,205
-1,075
| -4% | -$132K | 0.7% | 43 |
|
|
2023
Q4 | $2.28M | Buy |
25,280
+2,193
| +9% | +$198K | 0.58% | 53 |
|
|
2023
Q3 | $1.87M | Buy |
23,087
+4,061
| +21% | +$329K | 0.52% | 52 |
|
|
2023
Q2 | $1.7M | Buy |
19,026
+1,208
| +7% | +$108K | 0.48% | 57 |
|
|
2023
Q1 | $1.78M | Buy |
17,818
+35
| +0.2% | +$3.51K | 0.54% | 50 |
|
|
2022
Q4 | $1.54M | Buy |
17,783
+575
| +3% | +$50K | 0.5% | 53 |
|
|
2022
Q3 | $1.62M | Buy |
17,208
+690
| +4% | +$65.1K | 0.58% | 52 |
|
|
2022
Q2 | $1.56M | Buy |
16,518
+3,681
| +29% | +$347K | 0.54% | 55 |
|
|
2022
Q1 | $1.76M | Buy |
12,837
+1,205
| +10% | +$165K | 0.58% | 58 |
|
|
2021
Q4 | $1.8M | Sell |
11,632
-14
| -0.1% | -$2.17K | 0.65% | 56 |
|
|
2021
Q3 | $1.97M | Buy |
+11,646
| New | +$1.97M | 0.84% | 38 |
|