CarsonAllaria 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
Sell
2025
Q2
$104K Hold
2025
Q1
$82.7K Sell
2024
Q4
$110K Buy
2024
Q3
$80.6K Hold
2024
Q2
$83.1K Hold
2024
Q1
$102K Buy
2023
Q4
$12.4K Sell
2023
Q3
$20.4K Hold
2023
Q2
$22.5K Buy
2023
Q1
$24.2K Sell
2022
Q4
$31K Hold
2022
Q3
$34K Hold
2022
Q2
$34K Sell
2022
Q1
$49K Buy
2021
Q4
$48K Buy