American Trust’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
$325K Buy
2025
Q2
$243K Buy
2023
Q4
Sell
2023
Q3
$2.86M Buy
2023
Q2
$2.96M Sell
2023
Q1
$3.35M Buy
2022
Q4
$2.59M Sell
2022
Q3
$3.21M Buy
2022
Q2
$3.06M Sell
2022
Q1
$4.76M Sell
2021
Q4
$5.42M Buy