Williams Jones Wealth Management’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
Q2
$7.31M Sell
2025
Q1
$10.6M Sell
2024
Q4
$14M Sell
2024
Q3
$13.9M Buy
2024
Q2
$13.7M Buy
2024
Q1
$15.3M Sell
2023
Q4
$17.5M Sell
2023
Q3
$19.5M Sell
2023
Q2
$23M Sell
2023
Q1
$26.7M Sell
2022
Q4
$23.6M Sell
2022
Q3
$29.1M Sell
2022
Q2
$29.2M Sell
2022
Q1
$43M Sell
2021
Q4
$49.8M Buy
2021
Q3
$49.1M Buy
2021
Q2
$50.8M Sell
2021
Q1
$53.7M Buy
2020
Q4
$52.4M Sell
2020
Q3
$36.7M Sell
2020
Q2
$33.7M Sell
2020
Q1
$44.4M Buy
2019
Q4
$65.6M Buy
2019
Q3
$58.5M Buy