Wilkins Investment Counsel’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
$7.22M Buy
58,200
+2,443
+4% +$303K 1.02% 35
2025
Q1
$5.5M Sell
55,757
-2,875
-5% -$284K 0.79% 38
2024
Q4
$6.53M Buy
58,632
+5,809
+11% +$647K 0.94% 38
2024
Q3
$5.08M Buy
52,823
+46,993
+806% +$4.52M 0.7% 44
2024
Q2
$579K Hold
5,830
0.09% 95
2024
Q1
$713K Buy
5,830
+80
+1% +$9.79K 0.1% 88
2023
Q4
$519K Sell
5,750
-382
-6% -$34.5K 0.13% 63
2023
Q3
$497K Buy
6,132
+332
+6% +$26.9K 0.13% 61
2023
Q2
$518K Hold
5,800
0.14% 59
2023
Q1
$581K Hold
5,800
0.15% 57
2022
Q4
$504K Hold
5,800
0.13% 61
2022
Q3
$547K Hold
5,800
0.16% 58
2022
Q2
$548K Hold
5,800
0.15% 61
2022
Q1
$796K Hold
5,800
0.18% 59
2021
Q4
$898K Hold
5,800
0.2% 59
2021
Q3
$981K Hold
5,800
0.24% 56
2021
Q2
$1.02M Hold
5,800
0.25% 54
2021
Q1
$1.07M Sell
5,800
-600
-9% -$111K 0.28% 52
2020
Q4
$1.16M Sell
6,400
-100
-2% -$18.1K 0.32% 48
2020
Q3
$807K Sell
6,500
-1,000
-13% -$124K 0.24% 54
2020
Q2
$836K Hold
7,500
0.26% 52
2020
Q1
$724K Hold
7,500
0.26% 53
2019
Q4
$1.09M Sell
7,500
-200
-3% -$28.9K 0.31% 52
2019
Q3
$1M Hold
7,700
0.3% 53
2019
Q2
$1.08M Hold
7,700
0.32% 53
2019
Q1
$855K Sell
7,700
-3,250
-30% -$361K 0.26% 53
2018
Q4
$1.2M Hold
10,950
0.4% 49
2018
Q3
$1.28M Hold
10,950
0.38% 49
2018
Q2
$1.15M Hold
10,950
0.36% 50
2018
Q1
$1.1M Sell
10,950
-3,000
-22% -$301K 0.35% 50
2017
Q4
$1.5M Sell
13,950
-500
-3% -$53.8K 0.45% 48
2017
Q3
$1.42M Hold
14,450
0.43% 46
2017
Q2
$1.54M Sell
14,450
-1,126
-7% -$120K 0.49% 43
2017
Q1
$1.77M Sell
15,576
-2,924
-16% -$332K 0.57% 40
2016
Q4
$1.93M Hold
18,500
0.61% 39
2016
Q3
$1.72M Hold
18,500
0.58% 41
2016
Q2
$1.81M Buy
18,500
+50
+0.3% +$4.89K 0.61% 41
2016
Q1
$1.83M Sell
18,450
-2,500
-12% -$248K 0.67% 40
2015
Q4
$2.2M Sell
20,950
-500
-2% -$52.5K 0.83% 38
2015
Q3
$2.19M Sell
21,450
-2,100
-9% -$215K 0.84% 40
2015
Q2
$2.69M Hold
23,550
0.98% 39
2015
Q1
$2.47M Sell
23,550
-3,100
-12% -$325K 0.87% 40
2014
Q4
$2.51M Sell
26,650
-2,000
-7% -$188K 0.87% 39
2014
Q3
$2.55M Hold
28,650
0.91% 38
2014
Q2
$2.46M Hold
28,650
0.87% 39
2014
Q1
$2.29M Buy
28,650
+26,000
+981% +$2.08M 0.85% 39
2013
Q4
$202K Buy
+2,650
New +$202K 0.08% 64