Winthrop Advisory Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.3M | Sell |
13,538
-221
| -2% | -$23.4K | 0.11% | 67 |
|
|
2025
Q4 | $1.58M | Sell |
13,759
-50
| -0.4% | -$5.51K | 0.13% | 61 |
|
|
2025
Q3 | $1.58M | Sell |
13,809
-452
| -3% | -$53.2K | 0.14% | 56 |
|
|
2025
Q2 | $1.78M | Sell |
14,261
-22
| -0.2% | -$2.29K | 0.17% | 52 |
|
|
2025
Q1 | $1.41M | Sell |
14,283
-135
| -0.9% | -$14.5K | 0.17% | 50 |
|
|
2024
Q4 | $1.61M | Buy |
14,418
+253
| +2% | +$26.6K | 0.19% | 46 |
|
|
2024
Q3 | $1.36M | Buy |
14,165
+1
| +0% | +$92 | 0.17% | 49 |
|
|
2024
Q2 | $1.41M | Sell |
14,164
-233
| -2% | -$25.1K | 0.19% | 47 |
|
|
2024
Q1 | $1.76M | Sell |
14,397
-397
| -3% | -$41.5K | 0.25% | 41 |
|
|
2023
Q4 | $1.34M | Sell |
14,794
-136
| -0.9% | -$12K | 0.21% | 48 |
|
|
2023
Q3 | $1.21M | Buy |
14,930
+1,036
| +7% | +$88.5K | 0.2% | 46 |
|
|
2023
Q2 | $1.24M | Sell |
13,894
-220
| -2% | -$20.8K | 0.2% | 48 |
|
|
2023
Q1 | $1.41M | Buy |
14,114
+220
| +2% | +$22.2K | 0.25% | 38 |
|
|
2022
Q4 | $1.21M | Buy |
13,894
+510
| +4% | +$48.8K | 0.23% | 42 |
|
|
2022
Q3 | $1.26M | Buy |
13,384
+253
| +2% | +$27.1K | 0.27% | 37 |
|
|
2022
Q2 | $1.24M | Buy |
13,131
+47
| +0.4% | +$5.22K | 0.29% | 35 |
|
|
2022
Q1 | $1.79M | Buy |
13,084
+64
| +0.5% | +$9.25K | 0.37% | 31 |
|
|
2021
Q4 | $2.02M | Sell |
13,020
-8
| -0.1% | -$1.29K | 0.41% | 28 |
|
|
2021
Q3 | $2.2M | Sell |
13,028
-184
| -1% | -$32.8K | 0.49% | 25 |
|
|
2021
Q2 | $2.32M | Sell |
13,212
-342
| -3% | -$61.5K | 0.52% | 22 |
|
|
2021
Q1 | $2.5M | Buy |
13,554
+833
| +7% | +$154K | 0.62% | 22 |
|
|
2020
Q4 | $2.31M | Sell |
12,721
-132
| -1% | -$18.9K | 0.6% | 22 |
|
|
2020
Q3 | $1.6M | Sell |
12,853
-604
| -4% | -$75.5K | 0.49% | 23 |
|
|
2020
Q2 | $1.52M | Buy |
13,457
+20
| +0.1% | +$2.21K | 0.54% | 23 |
|
|
2020
Q1 | $1.3M | Sell |
13,437
-81
| -0.6% | -$10.2K | 0.52% | 23 |
|
|
2019
Q4 | $1.96M | Buy |
13,518
+1,969
| +17% | +$275K | 0.7% | 23 |
|
|
2019
Q3 | $1.5M | Buy |
11,549
+198
| +2% | +$27.4K | 0.6% | 24 |
|
|
2019
Q2 | $1.58M | Buy |
11,351
+339
| +3% | +$45K | 0.66% | 25 |
|
|
2019
Q1 | $1.23M | Buy |
11,012
+290
| +3% | +$32.4K | 0.54% | 27 |
|
|
2018
Q4 | $1.18M | Buy |
10,722
+689
| +7% | +$78.3K | 0.6% | 25 |
|
|
2018
Q3 | $1.17M | Buy |
10,033
+2,447
| +32% | +$272K | 0.66% | 20 |
|
|
2018
Q2 | $795K | Buy |
7,586
+1,750
| +30% | +$179K | 0.52% | 25 |
|
|
2018
Q1 | $580K | Buy |
5,836
+379
| +7% | +$40.3K | 0.41% | 33 |
|
|
2017
Q4 | $597K | Buy |
+5,457
| New | +$562K | 0.42% | 36 |
|
Other funds holding DIS
VCM
VPM
