Whitney & Co’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
Q1 | – | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $359K | Hold |
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|
2021
Q2 | $374K | Hold |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Buy |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $261K | Hold |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $247K | Hold |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $225K | Hold |
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|
2018
Q1 | $215K | Hold |
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|
2017
Q4 | $231K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $227K | Sell |
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|
2016
Q4 | $214K | Buy |
|