WhitTier Trust Company’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 | $21.7M | Buy |
174,846
+1,703
| +1% | +$211K | 0.49% | 43 |
|
|
2025
Q1 | $17.1M | Buy |
173,143
+2,879
| +2% | +$284K | 0.43% | 55 |
|
|
2024
Q4 | $19M | Buy |
170,264
+6,153
| +4% | +$685K | 0.47% | 49 |
|
|
2024
Q3 | $15.8M | Sell |
164,111
-2,121
| -1% | -$204K | 0.41% | 59 |
|
|
2024
Q2 | $16.5M | Buy |
166,232
+209
| +0.1% | +$20.8K | 0.46% | 48 |
|
|
2024
Q1 | $20.3M | Buy |
166,023
+3,223
| +2% | +$394K | 0.58% | 41 |
|
|
2023
Q4 | $14.7M | Sell |
162,800
-4,588
| -3% | -$414K | 0.47% | 48 |
|
|
2023
Q3 | $13.6M | Sell |
167,388
-6,736
| -4% | -$546K | 0.48% | 49 |
|
|
2023
Q2 | $15.5M | Sell |
174,124
-1,567
| -0.9% | -$140K | 0.53% | 45 |
|
|
2023
Q1 | $17.6M | Sell |
175,691
-6,551
| -4% | -$656K | 0.65% | 35 |
|
|
2022
Q4 | $15.8M | Sell |
182,242
-4,501
| -2% | -$391K | 0.62% | 39 |
|
|
2022
Q3 | $17.6M | Buy |
186,743
+1,806
| +1% | +$170K | 0.75% | 29 |
|
|
2022
Q2 | $17.5M | Buy |
184,937
+2,775
| +2% | +$262K | 0.72% | 31 |
|
|
2022
Q1 | $25M | Buy |
182,162
+11,150
| +7% | +$1.53M | 0.91% | 21 |
|
|
2021
Q4 | $26.5M | Buy |
171,012
+3,289
| +2% | +$509K | 0.97% | 20 |
|
|
2021
Q3 | $28.4M | Buy |
167,723
+1,917
| +1% | +$324K | 1.16% | 16 |
|
|
2021
Q2 | $29.1M | Sell |
165,806
-1,569
| -0.9% | -$276K | 1.21% | 15 |
|
|
2021
Q1 | $30.9M | Buy |
167,375
+8,291
| +5% | +$1.53M | 1.38% | 13 |
|
|
2020
Q4 | $28.8M | Buy |
159,084
+1,932
| +1% | +$350K | 1.44% | 12 |
|
|
2020
Q3 | $19.5M | Buy |
157,152
+3,401
| +2% | +$422K | 1.12% | 14 |
|
|
2020
Q2 | $17.1M | Buy |
153,751
+3,963
| +3% | +$442K | 1.08% | 18 |
|
|
2020
Q1 | $14.5M | Buy |
149,788
+9,709
| +7% | +$938K | 1.11% | 19 |
|
|
2019
Q4 | $20.3M | Buy |
140,079
+3,774
| +3% | +$546K | 1.29% | 16 |
|
|
2019
Q3 | $17.8M | Buy |
136,305
+3,178
| +2% | +$414K | 1.24% | 17 |
|
|
2019
Q2 | $18.6M | Buy |
133,127
+2,244
| +2% | +$313K | 1.32% | 15 |
|
|
2019
Q1 | $14.5M | Sell |
130,883
-565
| -0.4% | -$62.7K | 1.07% | 21 |
|
|
2018
Q4 | $14.4M | Buy |
131,448
+621
| +0.5% | +$68.1K | 1.19% | 18 |
|
|
2018
Q3 | $15.3M | Buy |
130,827
+352
| +0.3% | +$41.2K | 1.11% | 21 |
|
|
2018
Q2 | $13.7M | Buy |
130,475
+243
| +0.2% | +$25.5K | 1.07% | 21 |
|
|
2018
Q1 | $13.1M | Buy |
130,232
+6,761
| +5% | +$679K | 1.07% | 21 |
|
|
2017
Q4 | $13.3M | Buy |
123,471
+1,867
| +2% | +$201K | 1.13% | 18 |
|
|
2017
Q3 | $12M | Buy |
121,604
+755
| +0.6% | +$74.4K | 1.11% | 20 |
|
|
2017
Q2 | $12.8M | Buy |
120,849
+1,830
| +2% | +$194K | 1.24% | 17 |
|
|
2017
Q1 | $13.5M | Buy |
119,019
+4,417
| +4% | +$501K | 1.35% | 13 |
|
|
2016
Q4 | $11.9M | Buy |
114,602
+8,512
| +8% | +$887K | 1.27% | 15 |
|
|
2016
Q3 | $9.85M | Sell |
106,090
-2,024
| -2% | -$188K | 1.12% | 18 |
|
|
2016
Q2 | $10.6M | Buy |
108,114
+9,131
| +9% | +$893K | 1.21% | 14 |
|
|
2016
Q1 | $9.83M | Buy |
98,983
+4,825
| +5% | +$479K | 1.15% | 17 |
|
|
2015
Q4 | $9.9M | Buy |
94,158
+2,498
| +3% | +$263K | 1.16% | 17 |
|
|
2015
Q3 | $9.37M | Buy |
91,660
+6,788
| +8% | +$694K | 1.15% | 18 |
|
|
2015
Q2 | $9.69M | Buy |
84,872
+3,183
| +4% | +$363K | 1.08% | 19 |
|
|
2015
Q1 | $8.57M | Buy |
81,689
+1,206
| +1% | +$127K | 0.95% | 22 |
|
|
2014
Q4 | $7.58M | Buy |
80,483
+339
| +0.4% | +$31.9K | 0.85% | 26 |
|
|
2014
Q3 | $7.14M | Buy |
80,144
+267
| +0.3% | +$23.8K | 0.82% | 30 |
|
|
2014
Q2 | $6.85M | Buy |
79,877
+154
| +0.2% | +$13.2K | 0.77% | 31 |
|
|
2014
Q1 | $6.38M | Buy |
79,723
+840
| +1% | +$67.3K | 0.75% | 38 |
|
|
2013
Q4 | $6.03M | Buy |
78,883
+243
| +0.3% | +$18.6K | 0.73% | 39 |
|
|
2013
Q3 | $5.07M | Buy |
78,640
+11,392
| +17% | +$735K | 0.68% | 43 |
|
|
2013
Q2 | $4.25M | Buy |
+67,248
| New | +$4.25M | 0.61% | 50 |
|