Edge 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
Q3 | $8.28M | Sell |
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|
2025
Q2 | $9M | Sell |
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|
2025
Q1 | $7.17M | Buy |
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|
2024
Q4 | $7.86M | Sell |
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|
2024
Q3 | $7.1M | Sell |
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|
2024
Q2 | $7.52M | Sell |
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|
2024
Q1 | $9.43M | Sell |
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|
2023
Q4 | $7.06M | Buy |
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|
2023
Q3 | $6.09M | Sell |
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|
2023
Q2 | $7.18M | Buy |
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|
2023
Q1 | $7.62M | Sell |
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|
2022
Q4 | $6.53M | Sell |
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|
2022
Q3 | $8.26M | Buy |
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|
2022
Q2 | $7.88M | Sell |
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $12.9M | Buy |
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|
2021
Q3 | $13.3M | Buy |
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|
2021
Q2 | $13.4M | Buy |
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|
2021
Q1 | $13.8M | Sell |
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|
2020
Q4 | $13.7M | Sell |
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|
2020
Q3 | $9.52M | Sell |
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|
2020
Q2 | $9.93M | Sell |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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|
2019
Q3 | $10.7M | Sell |
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|
2019
Q2 | $12.2M | Buy |
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|
2019
Q1 | $6.99M | Buy |
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|
2018
Q4 | $6.68M | Buy |
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|
2018
Q3 | $1.23M | Sell |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.56M | Buy |
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|
2017
Q3 | $1.13M | Buy |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | $1.02M | Hold |
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|
2016
Q3 | $911K | Buy |
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|
2016
Q2 | $962K | Sell |
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|
2016
Q1 | $7.31M | Sell |
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|
2015
Q4 | $8.6M | Sell |
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|
2015
Q3 | $9.67M | Buy |
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|
2015
Q2 | $208K | Hold |
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|
2015
Q1 | $193K | Buy |
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|
2014
Q4 | $171K | Sell |
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|
2014
Q3 | $166K | Buy |
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|
2014
Q2 | $141K | Hold |
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|
2014
Q1 | $132K | Sell |
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|
2013
Q4 | $129K | Sell |
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|
2013
Q3 | $112K | Buy |
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|
2013
Q2 | $107K | Buy |
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