Welch & Forbes’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.29M | Sell |
34,128
-299
| -0.9% | -$31.6K | 0.04% | 150 |
|
|
2025
Q4 | $3.92M | Sell |
34,427
-3,348
| -9% | -$369K | 0.05% | 141 |
|
|
2025
Q3 | $4.33M | Sell |
37,775
-1,321
| -3% | -$156K | 0.05% | 133 |
|
|
2025
Q2 | $4.85M | Sell |
39,096
-212
| -0.5% | -$22K | 0.06% | 128 |
|
|
2025
Q1 | $3.88M | Sell |
39,308
-1,795
| -4% | -$193K | 0.05% | 137 |
|
|
2024
Q4 | $4.58M | Sell |
41,103
-182
| -0.4% | -$19.1K | 0.06% | 131 |
|
|
2024
Q3 | $3.97M | Sell |
41,285
-3,112
| -7% | -$286K | 0.05% | 141 |
|
|
2024
Q2 | $4.33M | Sell |
44,397
-1,903
| -4% | -$205K | 0.06% | 132 |
|
|
2024
Q1 | $5.67M | Sell |
46,300
-5,959
| -11% | -$622K | 0.08% | 127 |
|
|
2023
Q4 | $4.72M | Sell |
52,259
-2,415
| -4% | -$213K | 0.07% | 132 |
|
|
2023
Q3 | $4.43M | Sell |
54,674
-1,616
| -3% | -$138K | 0.07% | 132 |
|
|
2023
Q2 | $5.03M | Sell |
56,290
-1,640
| -3% | -$155K | 0.08% | 128 |
|
|
2023
Q1 | $5.8M | Sell |
57,930
-3,126
| -5% | -$315K | 0.1% | 123 |
|
|
2022
Q4 | $5.3M | Sell |
61,056
-4,658
| -7% | -$446K | 0.1% | 127 |
|
|
2022
Q3 | $6.2M | Sell |
65,714
-120
| -0.2% | -$12.8K | 0.12% | 116 |
|
|
2022
Q2 | $6.21M | Sell |
65,834
-19,087
| -22% | -$2.12M | 0.11% | 120 |
|
|
2022
Q1 | $11.6M | Buy |
84,921
+1,712
| +2% | +$247K | 0.18% | 100 |
|
|
2021
Q4 | $12.9M | Buy |
83,209
+1,246
| +2% | +$201K | 0.19% | 96 |
|
|
2021
Q3 | $13.9M | Buy |
81,963
+3,851
| +5% | +$686K | 0.23% | 91 |
|
|
2021
Q2 | $13.7M | Buy |
78,112
+4,361
| +6% | +$784K | 0.23% | 93 |
|
|
2021
Q1 | $13.6M | Buy |
73,751
+1,596
| +2% | +$294K | 0.25% | 89 |
|
|
2020
Q4 | $13.1M | Sell |
72,155
-3,378
| -4% | -$485K | 0.26% | 86 |
|
|
2020
Q3 | $9.37M | Buy |
75,533
+598
| +0.8% | +$74.7K | 0.2% | 100 |
|
|
2020
Q2 | $8.36M | Sell |
74,935
-4,275
| -5% | -$472K | 0.2% | 98 |
|
|
2020
Q1 | $7.65M | Buy |
79,210
+195
| +0.2% | +$24.7K | 0.21% | 97 |
|
|
2019
Q4 | $11.4M | Buy |
79,015
+3,790
| +5% | +$529K | 0.25% | 92 |
|
|
2019
Q3 | $9.8M | Sell |
75,225
-390
| -0.5% | -$53.9K | 0.23% | 99 |
|
|
2019
Q2 | $10.6M | Sell |
75,615
-283
| -0.4% | -$37.5K | 0.26% | 95 |
|
|
2019
Q1 | $8.43M | Buy |
75,898
+220
| +0.3% | +$24.6K | 0.21% | 105 |
|
|
2018
Q4 | $8.3M | Buy |
75,678
+337
| +0.4% | +$38.3K | 0.23% | 99 |
|
|
2018
Q3 | $8.81M | Buy |
75,341
+18
| +0% | +$2K | 0.21% | 108 |
|
|
2018
Q2 | $7.89M | Buy |
75,323
+165
| +0.2% | +$16.9K | 0.2% | 107 |
|
|
2018
Q1 | $7.55M | Buy |
75,158
+4,131
| +6% | +$439K | 0.19% | 112 |
|
|
2017
Q4 | $7.64M | Buy |
71,027
+953
| +1% | +$98.2K | 0.2% | 105 |
|
|
2017
Q3 | $6.91M | Sell |
70,074
-1,325
| -2% | -$136K | 0.18% | 116 |
|
|
2017
Q2 | $7.59M | Buy |
71,399
+1,399
| +2% | +$153K | 0.21% | 108 |
|
|
2017
Q1 | $7.94M | Sell |
70,000
-5,033
| -7% | -$554K | 0.23% | 104 |
|
|
2016
Q4 | $7.82M | Buy |
75,033
+994
| +1% | +$96.9K | 0.23% | 101 |
|
|
2016
Q3 | $6.88M | Buy |
74,039
+1,595
| +2% | +$153K | 0.24% | 97 |
|
|
2016
Q2 | $7.09M | Sell |
72,444
-5,910
| -8% | -$591K | 0.22% | 106 |
|
|
2016
Q1 | $7.78M | Sell |
78,354
-306
| -0.4% | -$29.5K | 0.24% | 101 |
|
|
2015
Q4 | $8.27M | Buy |
78,660
+2,355
| +3% | +$262K | 0.27% | 98 |
|
|
2015
Q3 | $7.8M | Sell |
76,305
-331
| -0.4% | -$36K | 0.26% | 98 |
|
|
2015
Q2 | $8.75M | Sell |
76,636
-1,984
| -3% | -$218K | 0.27% | 93 |
|
|
2015
Q1 | $8.25M | Sell |
78,620
-4,287
| -5% | -$433K | 0.25% | 99 |
|
|
2014
Q4 | $7.81M | Buy |
82,907
+426
| +0.5% | +$38.4K | 0.23% | 104 |
|
|
2014
Q3 | $7.34M | Buy |
82,481
+4,218
| +5% | +$372K | 0.22% | 102 |
|
|
2014
Q2 | $6.71M | Buy |
78,263
+2,302
| +3% | +$188K | 0.21% | 104 |
|
|
2014
Q1 | $6.08M | Buy |
75,961
+188
| +0.2% | +$14.6K | 0.19% | 112 |
|
|
2013
Q4 | $5.79M | Buy |
75,773
+39
| +0.1% | +$2.7K | 0.18% | 112 |
|
|
2013
Q3 | $4.88M | Buy |
75,734
+5,823
| +8% | +$373K | 0.16% | 118 |
|
|
2013
Q2 | $4.42M | Buy |
+69,911
| New | +$4.42M | 0.16% | 118 |
|
Other funds holding DIS
VCM
VPM
