Center for Financial Planning’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 | $403K | Hold |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $388K | Sell |
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|
2024
Q3 | $358K | Sell |
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|
2024
Q2 | $373K | Hold |
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|
2024
Q1 | $459K | Sell |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $521K | Sell |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $885K | Buy |
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|
2021
Q3 | $964K | Hold |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $845K | Buy |
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|
2020
Q4 | $665K | Sell |
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|
2020
Q3 | $457K | Buy |
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|
2020
Q2 | $404K | Buy |
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|
2020
Q1 | $347K | Sell |
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|
2019
Q4 | $561K | Buy |
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