Caldwell Trust’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
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.03M | Sell |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.5M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.95M | Sell |
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|
2023
Q1 | $3M | Sell |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $3.98M | Sell |
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|
2022
Q2 | $4.41M | Sell |
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|
2022
Q1 | $7.33M | Buy |
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|
2021
Q4 | $8.25M | Buy |
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|
2021
Q3 | $8.97M | Buy |
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|
2021
Q2 | $8.92M | Sell |
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|
2021
Q1 | $9.39M | Buy |
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|
2020
Q4 | $9.16M | Sell |
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|
2020
Q3 | $6.35M | Sell |
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|
2020
Q2 | $5.9M | Sell |
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|
2020
Q1 | $5.14M | Buy |
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|
2019
Q4 | $7.26M | Buy |
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