Encompass Wealth 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
$382K Sell
2025
Q1
$304K Sell
2024
Q4
$399K Buy
2024
Q3
$262K Buy
2024
Q2
$270K Sell
2024
Q1
$991K Buy
2023
Q4
$246K Buy
2023
Q3
$217K Sell
2023
Q2
$342K Hold
2023
Q1
$384K Sell
2022
Q4
$400K Buy
2022
Q3
$425K Hold
2022
Q2
$425K Hold
2022
Q1
$617K Buy
2021
Q4
$682K Buy
2021
Q3
$532K Sell
2021
Q2
$583K Hold
2021
Q1
$611K Buy
2020
Q4
$511K Buy