AllSquare 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
Q2 | $145K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $88.7K | Hold |
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|
2024
Q2 | $91.5K | Hold |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $119K | Sell |
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|
2023
Q3 | $107K | Sell |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $164K | Buy |
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|
2022
Q4 | $129K | Buy |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $160K | Buy |
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|
2022
Q1 | $211K | Sell |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $282K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $190K | Sell |
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|
2020
Q1 | $174K | Buy |
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|
2019
Q4 | $210K | Buy |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $190K | Buy |
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|
2019
Q1 | $105K | Buy |
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|
2018
Q4 | $60K | Hold |
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|
2018
Q3 | $64K | Hold |
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|
2018
Q2 | $57K | Buy |
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|
2018
Q1 | $34K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $33K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $255K | Hold |
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|
2016
Q3 | $227K | Buy |
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|
2016
Q2 | $230K | Sell |
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|
2016
Q1 | $273K | Sell |
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|
2015
Q4 | $343K | Buy |
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|
2015
Q3 | $255K | Hold |
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|
2015
Q2 | $285K | Sell |
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|
2015
Q1 | $264K | Buy |
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|
2014
Q4 | $236K | Buy |
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