Axxcess 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 | $8.41M | Buy |
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|
2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $7.47M | Buy |
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|
2024
Q3 | $6.23M | Buy |
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|
2024
Q2 | $5.69M | Sell |
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|
2024
Q1 | $8.04M | Buy |
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|
2023
Q4 | $5.09M | Buy |
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|
2023
Q3 | $3.82M | Buy |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.92M | Sell |
|
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|
2022
Q4 | $1.98M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $1.95M | Sell |
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|
2022
Q1 | $4.02M | Sell |
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|
2021
Q4 | $5.05M | Buy |
|