Wimmer Associates 1’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 | $1.26M | Sell |
10,133
-217
| -2% | -$26.9K | 0.64% | 40 |
|
|
2025
Q1 | $1.15M | Sell |
10,350
-1,366
| -12% | -$152K | 0.61% | 42 |
|
|
2024
Q4 | $1.3M | Sell |
11,716
-580
| -5% | -$64.6K | 0.64% | 42 |
|
|
2024
Q3 | $1.18M | Sell |
12,296
-354
| -3% | -$34.1K | 0.58% | 45 |
|
|
2024
Q2 | $1.26M | Sell |
12,650
-310
| -2% | -$30.8K | 0.64% | 41 |
|
|
2024
Q1 | $1.59M | Buy |
12,960
+71
| +0.6% | +$8.69K | 0.83% | 33 |
|
|
2023
Q4 | $1.16M | Sell |
12,889
-1,139
| -8% | -$103K | 0.66% | 38 |
|
|
2023
Q3 | $1.14M | Sell |
14,028
-466
| -3% | -$37.8K | 0.71% | 37 |
|
|
2023
Q2 | $1.29M | Sell |
14,494
-1,165
| -7% | -$104K | 0.78% | 37 |
|
|
2023
Q1 | $1.45M | Sell |
15,659
-158
| -1% | -$14.7K | 0.93% | 34 |
|
|
2022
Q4 | $1.37M | Sell |
15,817
-52
| -0.3% | -$4.52K | 0.91% | 33 |
|
|
2022
Q3 | $1.69M | Buy |
15,869
+1
| +0% | +$107 | 1.12% | 27 |
|
|
2022
Q2 | $1.5M | Buy |
15,868
+419
| +3% | +$39.6K | 0.98% | 33 |
|
|
2022
Q1 | $2.12M | Sell |
15,449
-757
| -5% | -$104K | 1.18% | 29 |
|
|
2021
Q4 | $2.51M | Buy |
16,206
+107
| +0.7% | +$16.6K | 1.35% | 23 |
|
|
2021
Q3 | $2.72M | Sell |
16,099
-267
| -2% | -$45.2K | 1.61% | 16 |
|
|
2021
Q2 | $2.88M | Sell |
16,366
-1,490
| -8% | -$262K | 1.69% | 16 |
|
|
2021
Q1 | $3.3M | Buy |
17,856
+946
| +6% | +$175K | 1.79% | 13 |
|
|
2020
Q4 | $3.06M | Sell |
16,910
-1,270
| -7% | -$230K | 1.83% | 13 |
|
|
2020
Q3 | $2.26M | Buy |
18,180
+1,630
| +10% | +$202K | 1.52% | 21 |
|
|
2020
Q2 | $2.13M | Sell |
16,550
-4,718
| -22% | -$608K | 1.66% | 17 |
|
|
2020
Q1 | $2.06M | Buy |
21,268
+4,105
| +24% | +$397K | 1.91% | 16 |
|
|
2019
Q4 | $2.48M | Sell |
17,163
-403
| -2% | -$58.3K | 1.99% | 15 |
|
|
2019
Q3 | $2.29M | Buy |
17,566
+235
| +1% | +$30.6K | 2% | 16 |
|
|
2019
Q2 | $2.42M | Buy |
17,331
+1,384
| +9% | +$193K | 2.12% | 14 |
|
|
2019
Q1 | $1.77M | Buy |
15,947
+36
| +0.2% | +$4K | 1.57% | 22 |
|
|
2018
Q4 | $1.75M | Buy |
15,911
+70
| +0.4% | +$7.68K | 1.73% | 21 |
|
|
2018
Q3 | $1.85M | Sell |
15,841
-78
| -0.5% | -$9.12K | 1.54% | 24 |
|
|
2018
Q2 | $1.67M | Sell |
15,919
-2,935
| -16% | -$308K | 1.49% | 25 |
|
|
2018
Q1 | $1.89M | Buy |
18,854
+131
| +0.7% | +$13.2K | 1.67% | 21 |
|
|
2017
Q4 | $2.01M | Sell |
18,723
-760
| -4% | -$81.7K | 1.81% | 19 |
|
|
2017
Q3 | $1.92M | Sell |
19,483
-914
| -4% | -$90.1K | 1.77% | 17 |
|
|
2017
Q2 | $2.17M | Buy |
20,397
+220
| +1% | +$23.4K | 2% | 13 |
|
|
2017
Q1 | $2.29M | Sell |
20,177
-834
| -4% | -$94.6K | 2.14% | 11 |
|
|
2016
Q4 | $2.19M | Buy |
21,011
+390
| +2% | +$40.7K | 2.03% | 14 |
|
|
2016
Q3 | $1.92M | Sell |
20,621
-74
| -0.4% | -$6.87K | 1.72% | 16 |
|
|
2016
Q2 | $2.02M | Buy |
20,695
+675
| +3% | +$66K | 1.81% | 16 |
|
|
2016
Q1 | $1.99M | Buy |
20,020
+1,370
| +7% | +$136K | 1.82% | 16 |
|
|
2015
Q4 | $1.96M | Buy |
+18,650
| New | +$1.96M | 2.06% | 12 |
|