Connecticut 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 | $854K | Buy |
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|
2025
Q1 | $624K | Sell |
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|
2024
Q4 | $722K | Buy |
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|
2024
Q3 | $582K | Sell |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $785K | Buy |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.28M | Buy |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $372K | Sell |
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|
2019
Q4 | $592K | Buy |
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|
2019
Q3 | $501K | Buy |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $221K | Sell |
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|
2018
Q3 | $400K | Hold |
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|
2018
Q2 | $363K | Sell |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $389K | Buy |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $315K | Buy |
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|
2017
Q1 | $339K | Sell |
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|
2016
Q4 | $345K | Sell |
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|
2016
Q3 | $306K | Buy |
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