Aprio 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 | $1.38M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1,000K | Buy |
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|
2024
Q2 | $959K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $370K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $221K | Buy |
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|
2020
Q4 | $203K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $480K | Buy |
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|
2020
Q1 | $388K | Buy |
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|
2019
Q4 | $535K | Buy |
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