Capital Advisors Wealth Management’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 | $203K | Buy |
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|
2025
Q2 | $212K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $253K | Sell |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $831K | Buy |
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|
2021
Q1 | $806K | Buy |
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