Congress 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 | $19.4M | Buy |
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|
2025
Q1 | $9.28M | Buy |
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|
2024
Q4 | $6.59M | Sell |
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|
2024
Q3 | $9.62M | Buy |
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|
2024
Q2 | $6.13M | Buy |
|
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $1.01M | Buy |
|
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|
2023
Q3 | $311K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $451K | Sell |
|
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $789K | Sell |
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|
2022
Q1 | $9.57M | Buy |
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|
2021
Q4 | $10.7M | Buy |
|