Amplius Wealth 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 | $551K | Sell |
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|
2025
Q2 | $694K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $848K | Sell |
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|
2023
Q4 | $633K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $828K | Buy |
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|
2022
Q4 | $584K | Buy |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $587K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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