Concord Wealth Partners’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
Q3 | $2.93M | Buy |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $265K | Buy |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $415K | Buy |
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|
2023
Q4 | $238K | Sell |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $406K | Buy |
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