Carson Advisory’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
$407K Sell
2025
Q1
$372K Sell
2024
Q4
$423K Sell
2024
Q3
$495K Buy
2024
Q2
$506K Buy
2024
Q1
$622K Sell
2023
Q4
$475K Sell
2023
Q3
$453K Sell
2023
Q2
$506K Buy
2023
Q1
$550K Sell
2022
Q4
$518K Buy
2022
Q3
$478K Buy
2022
Q2
$454K Buy
2022
Q1
$605K Buy
2021
Q4
$319K Buy