WIM

Wittenberg Investment Management’s Walt Disney DIS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$493K	Sell	3,978 -50	-1%	-$6.2K	0.22%	49
2025 Q1	$398K	Sell	4,028 -78	-2%	-$7.7K	0.18%	51
2024 Q4	$457K	Sell	4,106 -60	-1%	-$6.68K	0.18%	50
2024 Q3	$401K	Hold	4,166	–	–	0.13%	59
2024 Q2	$414K	Hold	4,166	–	–	0.14%	60
2024 Q1	$510K	Sell	4,166 -2	-0%	-$245	0.17%	60
2023 Q4	$376K	Hold	4,168	–	–	0.13%	65
2023 Q3	$338K	Hold	4,168	–	–	0.12%	66
2023 Q2	$372K	Sell	4,168 -135	-3%	-$12.1K	0.13%	64
2023 Q1	$431K	Hold	4,303	–	–	0.16%	62
2022 Q4	$374K	Hold	4,303	–	–	0.15%	61
2022 Q3	$406K	Sell	4,303 -5	-0.1%	-$472	0.17%	60
2022 Q2	$407K	Buy	4,308 +5	+0.1%	+$472	0.17%	59
2022 Q1	$590K	Hold	4,303	–	–	0.22%	48
2021 Q4	$666K	Hold	4,303	–	–	0.24%	47
2021 Q3	$728K	Hold	4,303	–	–	0.28%	42
2021 Q2	$756K	Hold	4,303	–	–	0.3%	37
2021 Q1	$794K	Buy	4,303 +10	+0.2%	+$1.85K	0.36%	36
2020 Q4	$778K	Sell	4,293 -200	-4%	-$36.2K	0.38%	35
2020 Q3	$557K	Hold	4,493	–	–	0.3%	39
2020 Q2	$501K	Sell	4,493 -600	-12%	-$66.9K	0.28%	42
2020 Q1	$492K	Hold	5,093	–	–	0.27%	41
2019 Q4	$737K	Hold	5,093	–	–	0.29%	44
2019 Q3	$664K	Sell	5,093 -165	-3%	-$21.5K	0.29%	46
2019 Q2	$734K	Hold	5,258	–	–	0.31%	49
2019 Q1	$584K	Hold	5,258	–	–	0.25%	51
2018 Q4	$577K	Hold	5,258	–	–	0.27%	51
2018 Q3	$615K	Sell	5,258 -600	-10%	-$70.2K	0.25%	49
2018 Q2	$614K	Hold	5,858	–	–	0.26%	49
2018 Q1	$588K	Hold	5,858	–	–	0.25%	50
2017 Q4	$630K	Sell	5,858 -200	-3%	-$21.5K	0.27%	48
2017 Q3	$597K	Hold	6,058	–	–	0.26%	49
2017 Q2	$644K	Hold	6,058	–	–	0.29%	44
2017 Q1	$687K	Sell	6,058 -700	-10%	-$79.4K	0.33%	43
2016 Q4	$704K	Buy	+6,758	New	+$704K	0.32%	46