Compass Ion Advisors’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 | $224K | Sell |
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|
2025
Q3 | $228K | Buy |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $244K | Buy |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $252K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $226K | Sell |
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|
2020
Q4 | $240K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $275K | Buy |
|