Barnes Pettey Financial Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $355K | Hold |
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|
2025
Q3 | $358K | Sell |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $390K | Hold |
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|
2023
Q1 | $438K | Sell |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $615K | Hold |
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|
2021
Q4 | $695K | Buy |
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