Welch Group’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 | $1.2M | Buy |
9,661
+99
| +1% | +$12.3K | 0.05% | 95 |
|
|
2025
Q1 | $938K | Sell |
9,562
-110
| -1% | -$10.8K | 0.04% | 99 |
|
|
2024
Q4 | $1.07M | Sell |
9,672
-1,265
| -12% | -$140K | 0.05% | 101 |
|
|
2024
Q3 | $1.05M | Sell |
10,937
-669
| -6% | -$64.4K | 0.05% | 101 |
|
|
2024
Q2 | $1.15M | Buy |
11,606
+4,083
| +54% | +$405K | 0.06% | 88 |
|
|
2024
Q1 | $921K | Sell |
7,523
-40,904
| -84% | -$5M | 0.05% | 90 |
|
|
2023
Q4 | $4.37M | Buy |
48,427
+42
| +0.1% | +$3.79K | 0.24% | 56 |
|
|
2023
Q3 | $3.92M | Buy |
48,385
+2,097
| +5% | +$170K | 0.23% | 55 |
|
|
2023
Q2 | $4.13M | Buy |
46,288
+4,080
| +10% | +$364K | 0.24% | 56 |
|
|
2023
Q1 | $4.23M | Buy |
42,208
+7,428
| +21% | +$744K | 0.25% | 52 |
|
|
2022
Q4 | $3.02M | Sell |
34,780
-1,512
| -4% | -$131K | 0.17% | 59 |
|
|
2022
Q3 | $3.42M | Buy |
36,292
+1,645
| +5% | +$155K | 0.22% | 48 |
|
|
2022
Q2 | $3.27M | Buy |
34,647
+4,983
| +17% | +$470K | 0.2% | 53 |
|
|
2022
Q1 | $4.07M | Buy |
29,664
+4,667
| +19% | +$640K | 0.23% | 51 |
|
|
2021
Q4 | $3.87M | Sell |
24,997
-943
| -4% | -$146K | 0.23% | 51 |
|
|
2021
Q3 | $4.39M | Buy |
25,940
+3,584
| +16% | +$606K | 0.3% | 42 |
|
|
2021
Q2 | $3.93M | Buy |
22,356
+1,954
| +10% | +$343K | 0.27% | 44 |
|
|
2021
Q1 | $3.77M | Buy |
20,402
+2,233
| +12% | +$412K | 0.27% | 41 |
|
|
2020
Q4 | $3.29M | Buy |
18,169
+929
| +5% | +$168K | 0.26% | 44 |
|
|
2020
Q3 | $2.14M | Buy |
17,240
+350
| +2% | +$43.4K | 0.19% | 48 |
|
|
2020
Q2 | $1.88M | Buy |
16,890
+1,389
| +9% | +$155K | 0.18% | 46 |
|
|
2020
Q1 | $1.5M | Buy |
15,501
+6,418
| +71% | +$620K | 0.16% | 47 |
|
|
2019
Q4 | $1.31M | Buy |
9,083
+1,017
| +13% | +$147K | 0.13% | 48 |
|
|
2019
Q3 | $1.05M | Buy |
8,066
+294
| +4% | +$38.3K | 0.11% | 51 |
|
|
2019
Q2 | $1.09M | Buy |
7,772
+4,221
| +119% | +$589K | 0.12% | 50 |
|
|
2019
Q1 | $394K | Buy |
3,551
+137
| +4% | +$15.2K | 0.04% | 84 |
|
|
2018
Q4 | $374K | Sell |
3,414
-2
| -0.1% | -$219 | 0.05% | 78 |
|
|
2018
Q3 | $400 | Buy |
3,416
+35
| +1% | +$4 | 0.04% | 82 |
|
|
2018
Q2 | $354K | Hold |
3,381
| – | – | 0.04% | 83 |
|
|
2018
Q1 | $340K | Buy |
3,381
+828
| +32% | +$83.3K | 0.04% | 87 |
|
|
2017
Q4 | $274K | Buy |
2,553
+50
| +2% | +$5.37K | 0.04% | 89 |
|
|
2017
Q3 | $247K | Hold |
2,503
| – | – | 0.04% | 89 |
|
|
2017
Q2 | $266K | Sell |
2,503
-48
| -2% | -$5.1K | 0.04% | 103 |
|
|
2017
Q1 | $289K | Buy |
2,551
+358
| +16% | +$40.6K | 0.05% | 73 |
|
|
2016
Q4 | $229K | Sell |
2,193
-1,508
| -41% | -$157K | 0.04% | 81 |
|
|
2016
Q3 | $344K | Buy |
3,701
+1,408
| +61% | +$131K | 0.07% | 73 |
|
|
2016
Q2 | $224K | Sell |
2,293
-874
| -28% | -$85.4K | 0.05% | 71 |
|
|
2016
Q1 | $314K | Buy |
3,167
+1
| +0% | +$99 | 0.05% | 77 |
|
|
2015
Q4 | $333K | Buy |
3,166
+100
| +3% | +$10.5K | 0.06% | 77 |
|
|
2015
Q3 | $313K | Buy |
3,066
+438
| +17% | +$44.7K | 0.06% | 73 |
|
|
2015
Q2 | $300K | Buy |
2,628
+230
| +10% | +$26.3K | 0.06% | 79 |
|
|
2015
Q1 | $252 | Sell |
2,398
-592
| -20% | -$62 | 0.05% | 86 |
|
|
2014
Q4 | $282K | Sell |
2,990
-30
| -1% | -$2.83K | 0.05% | 80 |
|
|
2014
Q3 | $269K | Buy |
3,020
+5
| +0.2% | +$445 | 0.06% | 75 |
|
|
2014
Q2 | $259K | Hold |
3,015
| – | – | 0.05% | 86 |
|
|
2014
Q1 | $241K | Buy |
3,015
+2
| +0.1% | +$160 | 0.05% | 81 |
|
|
2013
Q4 | $230K | Buy |
3,013
+480
| +19% | +$36.6K | 0.05% | 90 |
|
|
2013
Q3 | $163K | Buy |
2,533
+600
| +31% | +$38.6K | 0.04% | 107 |
|
|
2013
Q2 | $122K | Buy |
+1,933
| New | +$122K | 0.03% | 113 |
|