Burt 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 | $395K | Sell |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $481K | Hold |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $695K | Hold |
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|
2021
Q3 | $759K | Sell |
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|
2021
Q2 | $802K | Sell |
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|
2021
Q1 | $850K | Hold |
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|
2020
Q4 | $834K | Hold |
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|
2020
Q3 | $571K | Sell |
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|
2020
Q2 | $518K | Sell |
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|
2020
Q1 | $465K | Hold |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $637K | Hold |
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|
2019
Q2 | $683K | Sell |
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|
2019
Q1 | $576K | Buy |
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|
2018
Q4 | $505K | Buy |
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|
2018
Q3 | $500K | Hold |
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|
2018
Q2 | $448K | Hold |
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|
2018
Q1 | $430K | Hold |
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|
2017
Q4 | $460K | Buy |
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|
2017
Q3 | $343K | Buy |
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|
2017
Q2 | $338K | Buy |
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|
2017
Q1 | $359K | Sell |
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|
2016
Q4 | $350K | Buy |
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|
2016
Q3 | $303K | Hold |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $345K | Buy |
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|
2015
Q4 | $364K | Sell |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $384K | Hold |
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|
2015
Q1 | $355K | Buy |
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|
2014
Q4 | $317K | Buy |
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