1620 Investment Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Buy |
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|
2025
Q2 | $777K | Buy |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $589K | Buy |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $636K | Buy |
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