Bordeaux Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $717K | Sell |
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|
2021
Q4 | $915K | Sell |
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|
2021
Q3 | $1.3M | Buy |
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|
2021
Q2 | $1.28M | Buy |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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