Tiemann Investment Advisors’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 | $566K | Buy |
4,565
+95
| +2% | +$11.8K | 0.23% | 78 |
|
|
2025
Q1 | $441K | Sell |
4,470
-40
| -0.9% | -$3.95K | 0.2% | 92 |
|
|
2024
Q4 | $502K | Sell |
4,510
-1,025
| -19% | -$114K | 0.22% | 86 |
|
|
2024
Q3 | $532K | Sell |
5,535
-70
| -1% | -$6.73K | 0.23% | 85 |
|
|
2024
Q2 | $557K | Sell |
5,605
-35
| -0.6% | -$3.48K | 0.25% | 81 |
|
|
2024
Q1 | $690K | Sell |
5,640
-150
| -3% | -$18.4K | 0.31% | 70 |
|
|
2023
Q4 | $523K | Buy |
5,790
+150
| +3% | +$13.5K | 0.25% | 85 |
|
|
2023
Q3 | $457K | Sell |
5,640
-190
| -3% | -$15.4K | 0.24% | 87 |
|
|
2023
Q2 | $521K | Sell |
5,830
-107
| -2% | -$9.55K | 0.27% | 82 |
|
|
2023
Q1 | $594K | Buy |
5,937
+120
| +2% | +$12K | 0.33% | 71 |
|
|
2022
Q4 | $505K | Buy |
5,817
+915
| +19% | +$79.5K | 0.3% | 80 |
|
|
2022
Q3 | $462K | Hold |
4,902
| – | – | 0.3% | 73 |
|
|
2022
Q2 | $463K | Sell |
4,902
-58
| -1% | -$5.48K | 0.25% | 88 |
|
|
2022
Q1 | $680K | Sell |
4,960
-78
| -2% | -$10.7K | 0.31% | 72 |
|
|
2021
Q4 | $780K | Buy |
5,038
+55
| +1% | +$8.52K | 0.33% | 73 |
|
|
2021
Q3 | $843K | Sell |
4,983
-100
| -2% | -$16.9K | 0.4% | 63 |
|
|
2021
Q2 | $893K | Hold |
5,083
| – | – | 0.42% | 62 |
|
|
2021
Q1 | $938K | Sell |
5,083
-105
| -2% | -$19.4K | 0.47% | 58 |
|
|
2020
Q4 | $940K | Sell |
5,188
-55
| -1% | -$9.97K | 0.5% | 50 |
|
|
2020
Q3 | $651K | Buy |
5,243
+15
| +0.3% | +$1.86K | 0.4% | 65 |
|
|
2020
Q2 | $583K | Buy |
5,228
+210
| +4% | +$23.4K | 0.4% | 66 |
|
|
2020
Q1 | $485K | Buy |
5,018
+102
| +2% | +$9.86K | 0.42% | 63 |
|
|
2019
Q4 | $711K | Sell |
4,916
-90
| -2% | -$13K | 0.49% | 54 |
|
|
2019
Q3 | $652K | Buy |
5,006
+187
| +4% | +$24.4K | 0.47% | 57 |
|
|
2019
Q2 | $673K | Sell |
4,819
-110
| -2% | -$15.4K | 0.49% | 57 |
|
|
2019
Q1 | $547K | Buy |
4,929
+202
| +4% | +$22.4K | 0.42% | 64 |
|
|
2018
Q4 | $518K | Hold |
4,727
| – | – | 0.46% | 59 |
|
|
2018
Q3 | $553K | Buy |
4,727
+202
| +4% | +$23.6K | 0.42% | 63 |
|
|
2018
Q2 | $474K | Hold |
4,525
| – | – | 0.38% | 75 |
|
|
2018
Q1 | $455K | Buy |
4,525
+153
| +3% | +$15.4K | 0.37% | 78 |
|
|
2017
Q4 | $470K | Hold |
4,372
| – | – | 0.37% | 77 |
|
|
2017
Q3 | $431K | Buy |
4,372
+77
| +2% | +$7.59K | 0.36% | 80 |
|
|
2017
Q2 | $456K | Hold |
4,295
| – | – | 0.41% | 71 |
|
|
2017
Q1 | $487K | Buy |
4,295
+2
| +0% | +$227 | 0.45% | 66 |
|
|
2016
Q4 | $448K | Sell |
4,293
-800
| -16% | -$83.5K | 0.44% | 69 |
|
|
2016
Q3 | $473K | Buy |
5,093
+2
| +0% | +$186 | 0.43% | 75 |
|
|
2016
Q2 | $498K | Sell |
5,091
-225
| -4% | -$22K | 0.47% | 68 |
|
|
2016
Q1 | $528K | Sell |
5,316
-98
| -2% | -$9.73K | 0.52% | 61 |
|
|
2015
Q4 | $569K | Buy |
5,414
+5
| +0.1% | +$525 | 0.58% | 55 |
|
|
2015
Q3 | $553K | Sell |
5,409
-99
| -2% | -$10.1K | 0.6% | 58 |
|
|
2015
Q2 | $629K | Buy |
5,508
+100
| +2% | +$11.4K | 0.64% | 50 |
|
|
2015
Q1 | $567K | Buy |
5,408
+528
| +11% | +$55.4K | 0.59% | 56 |
|
|
2014
Q4 | $460K | Buy |
4,880
+175
| +4% | +$16.5K | 0.49% | 68 |
|
|
2014
Q3 | $419K | Sell |
4,705
-50
| -1% | -$4.45K | 0.47% | 72 |
|
|
2014
Q2 | $408K | Hold |
4,755
| – | – | 0.45% | 77 |
|
|
2014
Q1 | $381K | Buy |
4,755
+125
| +3% | +$10K | 0.43% | 80 |
|
|
2013
Q4 | $354K | Buy |
+4,630
| New | +$354K | 0.42% | 82 |
|