Cyndeo 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 | $766K | Sell |
|
|||||
|
2025
Q2 | $947K | Sell |
|
|||||
|
2025
Q1 | $868K | Buy |
|
|||||
|
2024
Q4 | $892K | Sell |
|
|||||
|
2024
Q3 | $803K | Buy |
|
|||||
|
2024
Q2 | $817K | Buy |
|
|||||
|
2024
Q1 | $911K | Sell |
|
|||||
|
2023
Q4 | $679K | Sell |
|
|||||
|
2023
Q3 | $698K | Sell |
|
|||||
|
2023
Q2 | $773K | Sell |
|
|||||
|
2023
Q1 | $1.04M | Sell |
|
|||||
|
2022
Q4 | $907K | Buy |
|