Avaii 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
Q1 | – | Sell |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $249K | Sell |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $825K | Buy |
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|
2021
Q4 | $815K | Buy |
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