Accel 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Sell |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $284K | Buy |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $567K | Buy |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $615K | Sell |
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|
2020
Q4 | $617K | Buy |
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