Elevation 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 | $322K | Buy |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $265K | Buy |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $278K | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $35.6K | Hold |
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|
2023
Q2 | $39.2K | Sell |
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|
2023
Q1 | $104K | Buy |
|