Collaborative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $256K | Sell |
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|
2025
Q3 | $301K | Buy |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $457K | Sell |
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|
2024
Q3 | $733K | Buy |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $934K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $281K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $239K | Buy |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q1 | $344K | Buy |
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