Zuckerman Investment Group’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 | $14.9M | Buy |
120,233
+43,642
| +57% | +$5.41M | 1.45% | 28 |
|
|
2025
Q1 | $7.56M | Buy |
76,591
+86
| +0.1% | +$8.49K | 0.81% | 40 |
|
|
2024
Q4 | $8.72M | Buy |
76,505
+1,860
| +2% | +$212K | 0.84% | 42 |
|
|
2024
Q3 | $7.18M | Buy |
74,645
+42,127
| +130% | +$4.05M | 0.74% | 43 |
|
|
2024
Q2 | $3.23M | Buy |
32,518
+3,218
| +11% | +$320K | 0.37% | 48 |
|
|
2024
Q1 | $3.59M | Buy |
29,300
+6,068
| +26% | +$742K | 0.41% | 48 |
|
|
2023
Q4 | $2.1M | Buy |
23,232
+2,258
| +11% | +$204K | 0.27% | 51 |
|
|
2023
Q3 | $1.7M | Buy |
20,974
+1,231
| +6% | +$99.8K | 0.24% | 51 |
|
|
2023
Q2 | $1.76M | Buy |
19,743
+1,205
| +7% | +$108K | 0.25% | 49 |
|
|
2023
Q1 | $1.86M | Buy |
18,538
+1,802
| +11% | +$180K | 0.28% | 50 |
|
|
2022
Q4 | $1.45M | Buy |
16,736
+1,327
| +9% | +$115K | 0.23% | 55 |
|
|
2022
Q3 | $1.45M | Buy |
15,409
+2,862
| +23% | +$270K | 0.27% | 49 |
|
|
2022
Q2 | $1.18M | Buy |
12,547
+1,270
| +11% | +$120K | 0.22% | 54 |
|
|
2022
Q1 | $1.55M | Buy |
11,277
+2,055
| +22% | +$282K | 0.25% | 53 |
|
|
2021
Q4 | $1.43M | Buy |
9,222
+233
| +3% | +$36.1K | 0.22% | 55 |
|
|
2021
Q3 | $1.52M | Buy |
8,989
+1,070
| +14% | +$181K | 0.25% | 57 |
|
|
2021
Q2 | $1.39M | Buy |
7,919
+810
| +11% | +$142K | 0.22% | 57 |
|
|
2021
Q1 | $1.31M | Buy |
7,109
+1,027
| +17% | +$190K | 0.22% | 55 |
|
|
2020
Q4 | $1.1M | Buy |
6,082
+137
| +2% | +$24.8K | 0.2% | 51 |
|
|
2020
Q3 | $738K | Buy |
5,945
+99
| +2% | +$12.3K | 0.16% | 52 |
|
|
2020
Q2 | $652K | Buy |
5,846
+165
| +3% | +$18.4K | 0.15% | 50 |
|
|
2020
Q1 | $549K | Buy |
5,681
+272
| +5% | +$26.3K | 0.16% | 47 |
|
|
2019
Q4 | $782K | Hold |
5,409
| – | – | 0.16% | 43 |
|
|
2019
Q3 | $705K | Hold |
5,409
| – | – | 0.17% | 41 |
|
|
2019
Q2 | $755K | Hold |
5,409
| – | – | 0.17% | 41 |
|
|
2019
Q1 | $601K | Hold |
5,409
| – | – | 0.14% | 44 |
|
|
2018
Q4 | $593K | Sell |
5,409
-75
| -1% | -$8.22K | 0.16% | 42 |
|
|
2018
Q3 | $641K | Buy |
5,484
+145
| +3% | +$16.9K | 0.14% | 42 |
|
|
2018
Q2 | $560K | Hold |
5,339
| – | – | 0.13% | 40 |
|
|
2018
Q1 | $536K | Sell |
5,339
-2,471
| -32% | -$248K | 0.14% | 43 |
|
|
2017
Q4 | $840K | Hold |
7,810
| – | – | 0.21% | 37 |
|
|
2017
Q3 | $770K | Hold |
7,810
| – | – | 0.19% | 34 |
|
|
2017
Q2 | $830K | Hold |
7,810
| – | – | 0.22% | 34 |
|
|
2017
Q1 | $886K | Sell |
7,810
-345
| -4% | -$39.1K | 0.22% | 37 |
|
|
2016
Q4 | $850K | Hold |
8,155
| – | – | 0.21% | 35 |
|
|
2016
Q3 | $757K | Buy |
8,155
+500
| +7% | +$46.4K | 0.2% | 37 |
|
|
2016
Q2 | $749K | Hold |
7,655
| – | – | 0.2% | 32 |
|
|
2016
Q1 | $760K | Sell |
7,655
-25
| -0.3% | -$2.48K | 0.2% | 31 |
|
|
2015
Q4 | $807K | Sell |
7,680
-2,785
| -27% | -$293K | 0.19% | 35 |
|
|
2015
Q3 | $1.07M | Hold |
10,465
| – | – | 0.25% | 32 |
|
|
2015
Q2 | $1.19M | Hold |
10,465
| – | – | 0.27% | 26 |
|
|
2015
Q1 | $1.1M | Hold |
10,465
| – | – | 0.23% | 34 |
|
|
2014
Q4 | $986K | Hold |
10,465
| – | – | 0.21% | 31 |
|
|
2014
Q3 | $932K | Buy |
10,465
+6,575
| +169% | +$586K | 0.19% | 34 |
|
|
2014
Q2 | $334K | Sell |
3,890
-4
| -0.1% | -$343 | 0.07% | 42 |
|
|
2014
Q1 | $312K | Sell |
3,894
-270
| -6% | -$21.6K | 0.07% | 41 |
|
|
2013
Q4 | $318K | Sell |
4,164
-101
| -2% | -$7.71K | 0.07% | 44 |
|
|
2013
Q3 | $275K | Buy |
+4,265
| New | +$275K | 0.07% | 44 |
|