Ascent Group’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
$2.64M Buy
2025
Q2
$933K Sell
2025
Q1
$6.42M Buy
2024
Q4
$3.43M Buy
2024
Q3
$2.76M Sell
2024
Q2
$2.96M Buy
2024
Q1
$3.14M Buy
2023
Q4
$2.65M Sell
2023
Q3
$2.47M Sell
2023
Q2
$2.45M Sell
2023
Q1
$3.22M Buy
2022
Q4
$2.44M Buy
2022
Q3
$2.99M Buy
2022
Q2
$2.62M Buy
2022
Q1
$2.87M Buy
2021
Q4
$2.73M Buy