Tevis Investment Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
27,457
+5,374
| +24% | +$669K | 2.19% | 12 |
|
|
2025
Q1 | $2.47M | Hold |
22,083
| – | – | 1.83% | 17 |
|
|
2024
Q4 | $2.47M | Sell |
22,083
-29
| -0.1% | -$3.24K | 1.83% | 17 |
|
|
2024
Q3 | $2.13M | Buy |
22,112
+3,103
| +16% | +$298K | 1.57% | 18 |
|
|
2024
Q2 | $1.89M | Buy |
19,009
+541
| +3% | +$53.7K | 1.52% | 21 |
|
|
2024
Q1 | $2.26M | Buy |
18,468
+253
| +1% | +$31K | 1.92% | 15 |
|
|
2023
Q4 | $1.64M | Buy |
18,215
+1,293
| +8% | +$117K | 1.51% | 21 |
|
|
2023
Q3 | $1.37M | Buy |
16,922
+2,195
| +15% | +$178K | 1.39% | 22 |
|
|
2023
Q2 | $1.31M | Buy |
14,727
+365
| +3% | +$32.6K | 1.28% | 26 |
|
|
2023
Q1 | $1.44M | Buy |
14,362
+578
| +4% | +$57.9K | 1.46% | 22 |
|
|
2022
Q4 | $1.2M | Sell |
13,784
-402
| -3% | -$34.9K | 1.28% | 32 |
|
|
2022
Q3 | $1.34M | Buy |
14,186
+223
| +2% | +$21K | 1.3% | 21 |
|
|
2022
Q2 | $1.31M | Buy |
13,963
+5,085
| +57% | +$476K | 1.25% | 24 |
|
|
2022
Q1 | $1.22M | Buy |
8,878
+652
| +8% | +$89.6K | 1.1% | 28 |
|
|
2021
Q4 | $1.27M | Buy |
+8,226
| New | +$1.27M | 1.11% | 23 |
|