Tortoise Investment Management’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 | $191K | Sell |
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|
2025
Q1 | $183K | Sell |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $190K | Hold |
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|
2024
Q2 | $197K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $206K | Hold |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $331K | Buy |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $360K | Sell |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $372K | Buy |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $194K | Sell |
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|
2019
Q4 | $290K | Sell |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $354K | Hold |
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|
2019
Q1 | $281K | Buy |
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|
2018
Q4 | $270K | Buy |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $224K | Hold |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $256K | Buy |
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|
2016
Q4 | $232K | Hold |
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|
2016
Q3 | $206K | Hold |
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|
2016
Q2 | $217K | Hold |
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|
2016
Q1 | $221K | Sell |
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|
2015
Q4 | $235K | Sell |
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|
2015
Q3 | $243K | Hold |
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|
2015
Q2 | $272K | Buy |
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|
2015
Q1 | $245K | Hold |
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|
2014
Q4 | $220K | Buy |
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|
2014
Q3 | $142K | Sell |
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|
2014
Q2 | $147K | Buy |
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|
2014
Q1 | $128K | Buy |
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|
2013
Q4 | $100K | Sell |
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|
2013
Q3 | $94K | Hold |
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|
2013
Q2 | $92K | Buy |
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