Athena Investment 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
$713K Sell
2025
Q1
$572K Sell
2024
Q4
$649K Hold
2024
Q3
$561K Buy
2024
Q2
$570K Hold
2024
Q1
$702K Hold
2023
Q4
$518K Hold
2023
Q3
$465K Hold
2023
Q2
$512K Hold
2023
Q1
$575K Buy
2022
Q4
$475K Sell
2022
Q3
$533K Buy
2022
Q2
$514K Buy
2022
Q1
$490K Buy