Cary Street Partners Investment 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 | $225K | Sell |
|
|||||
|
2025
Q1 | $183K | Buy |
|
|||||
|
2024
Q4 | $169K | Sell |
|
|||||
|
2024
Q3 | $9.75M | Sell |
|
|||||
|
2024
Q2 | $11.5M | Buy |
|
|||||
|
2024
Q1 | $13.9M | Sell |
|
|||||
|
2023
Q4 | $10.7M | Sell |
|
|||||
|
2023
Q3 | $9.74M | Buy |
|
|||||
|
2023
Q2 | $8.88M | Buy |
|
|||||
|
2023
Q1 | $8.84M | Buy |
|
|||||
|
2022
Q4 | $7.41M | Buy |
|
|||||
|
2022
Q3 | $7.94M | Buy |
|
|||||
|
2022
Q2 | $6.88M | Buy |
|
|||||
|
2022
Q1 | $1.64M | Sell |
|
|||||
|
2021
Q4 | $1.89M | Buy |
|
|||||
|
2021
Q3 | $1.56M | Sell |
|
|||||
|
2021
Q2 | $1.84M | Buy |
|
|||||
|
2021
Q1 | $1.05M | Sell |
|
|||||
|
2020
Q4 | $2.72M | Sell |
|
|||||
|
2020
Q3 | $2.32M | Buy |
|
|||||
|
2020
Q2 | $282K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $496K | Buy |
|
|||||
|
2018
Q4 | $408K | Buy |
|