9258 Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $765K | Buy |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $951K | Buy |
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|
2023
Q4 | $568K | Sell |
|
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $625K | Sell |
|
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|
2023
Q1 | $727K | Sell |
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|
2022
Q4 | $639K | Sell |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $628K | Sell |
|
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|
2022
Q1 | $1.03M | Sell |
|
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.34M | Buy |
|
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.34M | Buy |
|
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|
2020
Q4 | $1.15M | Sell |
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|
2020
Q3 | $799K | Sell |
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|
2020
Q2 | $841K | Buy |
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|
2020
Q1 | $786K | Buy |
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|
2019
Q4 | $985K | Buy |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $570K | Buy |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $383K | Buy |
|