WQ
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Wealth Quarterback’s Walt Disney DIS Stock Holding History

Wealth Quarterback’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,602
Closed -$250K – 122
2024
Q3 		$250K Sell
2,602
-13
-0.5% -$1.2K 0.13% 106
2024
Q2 		$260K Buy
2,615
+250
+11% +$26.9K 0.15% 94
2024
Q1 		$289K Sell
2,365
-629
-21% -$65.7K 0.16% 93
2023
Q4 		$270K Sell
2,994
-208
-6% -$18.3K 0.17% 96
2023
Q3 		$260K Sell
3,202
-288
-8% -$24.6K 0.22% 86
2023
Q2 		$312K Sell
3,490
-852
-20% -$80.7K 0.22% 83
2023
Q1 		$435K Sell
4,342
-195
-4% -$19.7K 0.37% 66
2022
Q4 		$394K Sell
4,537
-236
-5% -$22.6K 0.33% 72
2022
Q3 		$450K Sell
4,773
-4,554
-49% -$487K 0.48% 50
2022
Q2 		$881K Buy
+9,327
New +$1.04M 0.69% 31
2021
Q3 		$876K Buy
12,258
+6,756
+123% +$1.2M 0.58% 36
2021
Q2 		$967K Buy
+5,502
New +$990K 0.59% 36
2020
Q4 		$1.25M Sell
6,905
-3,865
-36% -$555K 1.04% 24
2020
Q3 		$1.2M Hold
10,770
– – 1.1% 25
2020
Q2 		$1.2M Buy
10,770
+400
+4% +$44.2K 1.1% 25
2020
Q1 		$988K Sell
10,370
-121,385
-92% -$15.3M 0.91% 29
2019
Q4 		$1.52M Buy
+131,755
New +$18.4M 1.32% 18

Other funds holding DIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's DIS Position: Q4 2024 in Review

Wealth Quarterback sold out of Walt Disney (DIS) in Q4 2024, closing a stake of 2,602 shares — an estimated $250K sold.

Wealth Quarterback first reported a position in DIS in Q4 2019 and held it in 17 quarters. The position peaked at $1.52M in Q4 2019. 3,237 funds tracked by Wall St. Rank hold DIS as of Q4 2024.

  • Wealth Quarterback reported no remaining Walt Disney position as of Q4 2024 after selling out during the quarter.
  • Wealth Quarterback sold 2,602 Walt Disney shares in Q4 2024, an estimated $250K.
  • Wealth Quarterback first reported a position in Walt Disney in Q4 2019 and held it in 17 quarters.
  • Wealth Quarterback's Walt Disney position peaked at $1.52M in Q4 2019.
  • 3,237 funds tracked by Wall St. Rank held Walt Disney as of Q4 2024.

Based on Wealth Quarterback's 13F filing for Q4 2024, filed 31 Jan 2025.