Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Buy |
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|
2025
Q1 | $323K | Sell |
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|
2024
Q4 | $392K | Sell |
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|
2024
Q3 | $348K | Sell |
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|
2024
Q2 | $373K | Sell |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $644K | Buy |
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|
2022
Q1 | $539K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $380K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $223K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | $24K | Sell |
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|
2019
Q4 | $114K | Sell |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $516K | Buy |
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|
2019
Q1 | $109K | Buy |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $21K | Sell |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $30K | Buy |
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