Wright Investors Service’s Walt Disney DIS Stock Holding History

Wright Investors Service’s Portfolio DIS Stock Details DIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$836K	Sell	6,742 -1,859	-22%	-$231K	0.25%	89
2025 Q1	$849K	Sell	8,601 -64	-0.7%	-$6.32K	0.28%	82
2024 Q4	$965K	Buy	8,665 +3,643	+73%	+$406K	0.31%	74
2024 Q3	$483K	Sell	5,022 -2,741	-35%	-$264K	0.13%	127
2024 Q2	$771K	Buy	+7,763	New	+$771K	0.2%	116
2022 Q2	–	Sell	-4,439	Closed	-$609K	–	152
2022 Q1	$609K	Sell	4,439 -4,769	-52%	-$654K	0.15%	121
2021 Q4	$1.43M	Buy	9,208 +222	+2%	+$34.4K	0.36%	83
2021 Q3	$1.52M	Sell	8,986 -1,905	-17%	-$322K	0.43%	75
2021 Q2	$1.91M	Sell	10,891 -2,694	-20%	-$473K	0.52%	67
2021 Q1	$2.51M	Buy	+13,585	New	+$2.51M	0.76%	43
2020 Q4	–	Sell	-5,398	Closed	-$670K	–	150
2020 Q3	$670K	Sell	5,398 -3,402	-39%	-$422K	0.24%	97
2020 Q2	$981K	Sell	8,800 -2,450	-22%	-$273K	0.38%	72
2020 Q1	$1.09M	Sell	11,250 -2,510	-18%	-$243K	0.47%	63
2019 Q4	$1.99M	Sell	13,760 -21,071	-60%	-$3.05M	0.68%	48
2019 Q3	$4.54M	Sell	34,831 -935	-3%	-$122K	1.63%	16
2019 Q2	$5M	Buy	35,766 +5,180	+17%	+$723K	1.9%	13
2019 Q1	$3.4M	Buy	30,586 +5,277	+21%	+$586K	1.37%	20
2018 Q4	$2.78M	Buy	25,309 +19,625	+345%	+$2.15M	1.19%	26
2018 Q3	$665K	Buy	+5,684	New	+$665K	0.24%	94
2016 Q4	–	Sell	-5,640	Closed	-$524K	–	231
2016 Q3	$524K	Sell	5,640 -8,860	-61%	-$823K	0.22%	140
2016 Q2	$1.42M	Sell	14,500 -4,440	-23%	-$434K	0.58%	60
2016 Q1	$1.88M	Buy	18,940 +6,495	+52%	+$645K	0.74%	39
2015 Q4	$1.31M	Buy	12,445 +3,333	+37%	+$350K	0.48%	64
2015 Q3	$931K	Buy	9,112 +5,638	+162%	+$576K	0.42%	80
2015 Q2	$397K	Buy	3,474 +52	+2%	+$5.94K	0.19%	148
2015 Q1	$359K	Buy	3,422 +1,266	+59%	+$133K	0.17%	164
2014 Q4	$203K	Sell	2,156 -357	-14%	-$33.6K	0.1%	208
2014 Q3	$224K	Sell	2,513 -317	-11%	-$28.3K	0.11%	186
2014 Q2	$243K	Buy	+2,830	New	+$243K	0.11%	193