Cherry Tree 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
Q2
$101K Sell
2025
Q1
$84.1K Buy
2024
Q4
$90.6K Hold
2024
Q3
$78.3K Buy
2024
Q2
$80.7K Sell
2024
Q1
$108K Hold
2023
Q4
$79.5K Sell
2023
Q3
$71.8K Buy
2023
Q2
$78.6K Buy