Zevenbergen Capital Investments’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 | $720K | Buy |
5,808
+480
| +9% | +$59.5K | 0.01% | 94 |
|
|
2025
Q1 | $526K | Sell |
5,328
-115
| -2% | -$11.4K | 0.01% | 97 |
|
|
2024
Q4 | $606K | Sell |
5,443
-746
| -12% | -$83.1K | 0.01% | 94 |
|
|
2024
Q3 | $595K | Sell |
6,189
-1,950
| -24% | -$188K | 0.01% | 91 |
|
|
2024
Q2 | $808K | Sell |
8,139
-311
| -4% | -$30.9K | 0.02% | 88 |
|
|
2024
Q1 | $1.03M | Sell |
8,450
-1,165
| -12% | -$143K | 0.02% | 87 |
|
|
2023
Q4 | $868K | Sell |
9,615
-1,680
| -15% | -$152K | 0.02% | 89 |
|
|
2023
Q3 | $915K | Sell |
11,295
-175
| -2% | -$14.2K | 0.02% | 91 |
|
|
2023
Q2 | $1.02M | Hold |
11,470
| – | – | 0.02% | 89 |
|
|
2023
Q1 | $1.15M | Sell |
11,470
-175
| -2% | -$17.5K | 0.03% | 89 |
|
|
2022
Q4 | $1.01M | Buy |
11,645
+190
| +2% | +$16.5K | 0.03% | 88 |
|
|
2022
Q3 | $1.08M | Buy |
11,455
+1,145
| +11% | +$108K | 0.03% | 93 |
|
|
2022
Q2 | $973K | Sell |
10,310
-775
| -7% | -$73.1K | 0.04% | 73 |
|
|
2022
Q1 | $1.52M | Sell |
11,085
-455
| -4% | -$62.4K | 0.04% | 66 |
|
|
2021
Q4 | $1.79M | Buy |
11,540
+1,416
| +14% | +$219K | 0.04% | 67 |
|
|
2021
Q3 | $1.71M | Sell |
10,124
-565
| -5% | -$95.6K | 0.03% | 67 |
|
|
2021
Q2 | $1.88M | Buy |
10,689
+925
| +9% | +$163K | 0.03% | 67 |
|
|
2021
Q1 | $1.8M | Buy |
9,764
+780
| +9% | +$144K | 0.03% | 64 |
|
|
2020
Q4 | $1.63M | Buy |
8,984
+300
| +3% | +$54.4K | 0.03% | 61 |
|
|
2020
Q3 | $1.08M | Buy |
8,684
+511
| +6% | +$63.4K | 0.02% | 65 |
|
|
2020
Q2 | $911K | Sell |
8,173
-7
| -0.1% | -$780 | 0.02% | 67 |
|
|
2020
Q1 | $790K | Buy |
8,180
+1,265
| +18% | +$122K | 0.03% | 61 |
|
|
2019
Q4 | $1M | Sell |
6,915
-35
| -0.5% | -$5.06K | 0.04% | 61 |
|
|
2019
Q3 | $906K | Buy |
6,950
+85
| +1% | +$11.1K | 0.03% | 62 |
|
|
2019
Q2 | $959K | Sell |
6,865
-30
| -0.4% | -$4.19K | 0.03% | 60 |
|
|
2019
Q1 | $766K | Buy |
6,895
+170
| +3% | +$18.9K | 0.03% | 59 |
|
|
2018
Q4 | $737K | Buy |
6,725
+155
| +2% | +$17K | 0.03% | 59 |
|
|
2018
Q3 | $768K | Sell |
6,570
-30
| -0.5% | -$3.51K | 0.02% | 64 |
|
|
2018
Q2 | $692K | Sell |
6,600
-145
| -2% | -$15.2K | 0.02% | 67 |
|
|
2018
Q1 | $677K | Sell |
6,745
-1,395
| -17% | -$140K | 0.03% | 64 |
|
|
2017
Q4 | $875K | Sell |
8,140
-365
| -4% | -$39.2K | 0.04% | 61 |
|
|
2017
Q3 | $838K | Sell |
8,505
-1,268
| -13% | -$125K | 0.04% | 60 |
|
|
2017
Q2 | $1.04M | Sell |
9,773
-2,350
| -19% | -$250K | 0.05% | 52 |
|
|
2017
Q1 | $1.38M | Sell |
12,123
-2
| -0% | -$227 | 0.06% | 49 |
|
|
2016
Q4 | $1.26M | Hold |
12,125
| – | – | 0.06% | 48 |
|
|
2016
Q3 | $1.13M | Buy |
12,125
+960
| +9% | +$89.2K | 0.05% | 51 |
|
|
2016
Q2 | $1.09M | Buy |
11,165
+395
| +4% | +$38.6K | 0.05% | 45 |
|
|
2016
Q1 | $1.07M | Buy |
10,770
+175
| +2% | +$17.4K | 0.05% | 47 |
|
|
2015
Q4 | $1.11M | Buy |
10,595
+740
| +8% | +$77.7K | 0.05% | 48 |
|
|
2015
Q3 | $1.01M | Buy |
9,855
+200
| +2% | +$20.4K | 0.04% | 45 |
|
|
2015
Q2 | $1.1M | Buy |
9,655
+1,025
| +12% | +$117K | 0.04% | 46 |
|
|
2015
Q1 | $905K | Buy |
8,630
+2,820
| +49% | +$296K | 0.04% | 48 |
|
|
2014
Q4 | $547K | Buy |
5,810
+430
| +8% | +$40.5K | 0.02% | 61 |
|
|
2014
Q3 | $479K | Sell |
5,380
-50
| -0.9% | -$4.45K | 0.02% | 54 |
|
|
2014
Q2 | $466K | Buy |
5,430
+525
| +11% | +$45.1K | 0.02% | 57 |
|
|
2014
Q1 | $393K | Buy |
+4,905
| New | +$393K | 0.01% | 62 |
|