Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $542K | Sell |
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|
2022
Q3 | $663K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $8.05M | Sell |
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|
2021
Q4 | $9.61M | Buy |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $301K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $284K | Buy |
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