Brio Consultants’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 | $321K | Buy |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $201K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $355K | Buy |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $356K | Sell |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Hold |
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|
2019
Q3 | $216K | Buy |
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|
2019
Q2 | $225K | Buy |
|