The Family Firm’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 | – | Sell |
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|
2025
Q1 | $209K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $220K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $427K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $258K | Buy |
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|
2019
Q4 | $386K | Sell |
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|
2019
Q3 | $505K | Buy |
|
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|
2019
Q2 | $540K | Buy |
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|
2019
Q1 | $429K | Buy |
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|
2018
Q4 | $414K | Buy |
|
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $398K | Buy |
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|
2018
Q1 | $381K | Buy |
|
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|
2017
Q4 | $402K | Hold |
|
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|
2017
Q3 | $369K | Buy |
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|
2017
Q2 | $397K | Buy |
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|
2017
Q1 | $353K | Buy |
|
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|
2016
Q4 | $320K | Buy |
|
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|
2016
Q3 | $284K | Hold |
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|
2016
Q2 | $300K | Sell |
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|
2016
Q1 | $315K | Sell |
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|
2015
Q4 | $352K | Sell |
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|
2015
Q3 | $360K | Buy |
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|
2015
Q2 | $402K | Sell |
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|
2015
Q1 | $403K | Sell |
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|
2014
Q4 | $363K | Buy |
|