Wedge Capital Management’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 | $39.7M | Buy |
320,329
+316,707
| +8,744% | +$39.3M | 0.71% | 40 |
|
|
2025
Q1 | $357K | Buy |
3,622
+7
| +0.2% | +$691 | 0.01% | 481 |
|
|
2024
Q4 | $403K | Hold |
3,615
| – | – | 0.01% | 479 |
|
|
2024
Q3 | $348K | Buy |
3,615
+270
| +8% | +$26K | 0.01% | 477 |
|
|
2024
Q2 | $332K | Sell |
3,345
-240
| -7% | -$23.8K | 0.01% | 462 |
|
|
2024
Q1 | $439K | Sell |
3,585
-145
| -4% | -$17.7K | 0.01% | 458 |
|
|
2023
Q4 | $337K | Buy |
+3,730
| New | +$337K | 0.01% | 459 |
|
|
2023
Q3 | – | Sell |
-3,574
| Closed | -$319K | – | 496 |
|
|
2023
Q2 | $319K | Sell |
3,574
-75
| -2% | -$6.7K | 0.01% | 490 |
|
|
2023
Q1 | $365K | Buy |
3,649
+377
| +12% | +$37.7K | 0.01% | 335 |
|
|
2022
Q4 | $284K | Sell |
3,272
-154
| -4% | -$13.4K | ﹤0.01% | 358 |
|
|
2022
Q3 | $323K | Buy |
+3,426
| New | +$323K | 0.01% | 337 |
|
|
2021
Q2 | – | Sell |
-1,668
| Closed | -$308K | – | 429 |
|
|
2021
Q1 | $308K | Buy |
1,668
+358
| +27% | +$66.1K | ﹤0.01% | 439 |
|
|
2020
Q4 | $237K | Buy |
+1,310
| New | +$237K | ﹤0.01% | 509 |
|
|
2020
Q1 | – | Sell |
-1,437
| Closed | -$208K | – | 541 |
|
|
2019
Q4 | $208K | Buy |
+1,437
| New | +$208K | ﹤0.01% | 533 |
|
|
2019
Q2 | – | Sell |
-2,384
| Closed | -$265K | – | 609 |
|
|
2019
Q1 | $265K | Buy |
2,384
+326
| +16% | +$36.2K | ﹤0.01% | 540 |
|
|
2018
Q4 | $226K | Sell |
2,058
-82
| -4% | -$9.01K | ﹤0.01% | 533 |
|
|
2018
Q3 | $250K | Buy |
2,140
+149
| +7% | +$17.4K | ﹤0.01% | 542 |
|
|
2018
Q2 | $209K | Buy |
+1,991
| New | +$209K | ﹤0.01% | 566 |
|
|
2018
Q1 | – | Sell |
-1,930
| Closed | -$207K | – | 587 |
|
|
2017
Q4 | $207K | Buy |
+1,930
| New | +$207K | ﹤0.01% | 570 |
|
|
2015
Q3 | – | Sell |
-499,885
| Closed | -$57.1M | – | 592 |
|
|
2015
Q2 | $57.1M | Buy |
499,885
+41,675
| +9% | +$4.76M | 0.55% | 42 |
|
|
2015
Q1 | $48.1M | Buy |
+458,210
| New | +$48.1M | 0.48% | 82 |
|