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