Waverly Advisors’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 | $12.4M | Sell |
|
|||||
|
2025
Q1 | $10.2M | Buy |
|
|||||
|
2024
Q4 | $4.11M | Buy |
|
|||||
|
2024
Q3 | $2.77M | Sell |
|
|||||
|
2024
Q2 | $2.97M | Buy |
|
|||||
|
2024
Q1 | $3.02M | Buy |
|
|||||
|
2023
Q4 | $1.47M | Buy |
|
|||||
|
2023
Q3 | $973K | Buy |
|
|||||
|
2023
Q2 | $999K | Buy |
|
|||||
|
2023
Q1 | $1.03M | Buy |
|
|||||
|
2022
Q4 | $861K | Buy |
|
|||||
|
2022
Q3 | $865K | Buy |
|
|||||
|
2022
Q2 | $653K | Buy |
|
|||||
|
2022
Q1 | $858K | Sell |
|
|||||
|
2021
Q4 | $977K | Buy |
|
|||||
|
2021
Q3 | $1.05M | Buy |
|
|||||
|
2021
Q2 | $708K | Sell |
|
|||||
|
2021
Q1 | $675K | Buy |
|
|||||
|
2020
Q4 | $704K | Hold |
|
|||||
|
2020
Q3 | $447K | Sell |
|
|||||
|
2020
Q2 | $485K | Buy |
|
|||||
|
2020
Q1 | $313K | Sell |
|
|||||
|
2019
Q4 | $573K | Buy |
|
|||||
|
2019
Q3 | $522K | Buy |
|
|||||
|
2019
Q2 | $525K | Buy |
|
|||||
|
2019
Q1 | $417K | Buy |
|
|||||
|
2018
Q4 | $376K | Sell |
|
|||||
|
2018
Q3 | $1.69M | Buy |
|
|||||
|
2018
Q2 | $1.5M | Buy |
|
|||||
|
2018
Q1 | $1.42M | Sell |
|
|||||
|
2017
Q4 | $1.7M | Buy |
|
|||||
|
2017
Q3 | $1.37M | Sell |
|
|||||
|
2017
Q2 | $1.52M | Sell |
|
|||||
|
2017
Q1 | $1.93M | Buy |
|
|||||
|
2016
Q4 | $230K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $321K | Buy |
|
|||||
|
2015
Q3 | $45K | Sell |
|
|||||
|
2015
Q2 | $67K | Hold |
|
|||||
|
2015
Q1 | $62K | Sell |
|
|||||
|
2014
Q4 | $78K | Sell |
|
|||||
|
2014
Q3 | $80K | Sell |
|
|||||
|
2014
Q2 | $85K | Buy |
|
|||||
|
2014
Q1 | $57K | Sell |
|
|||||
|
2013
Q4 | $340K | Sell |
|
|||||
|
2013
Q3 | $293K | Buy |
|
|||||
|
2013
Q2 | $283K | Buy |
|