Exencial 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 | $600K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $559K | Buy |
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|
2024
Q3 | $482K | Sell |
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|
2024
Q2 | $781K | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $873K | Buy |
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|
2023
Q2 | $776K | Sell |
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|
2023
Q1 | $6.45M | Sell |
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|
2022
Q4 | $6.33M | Buy |
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|
2022
Q3 | $6.85M | Sell |
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|
2022
Q2 | $7.22M | Sell |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $11.7M | Buy |
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|
2021
Q3 | $10.7M | Buy |
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|
2021
Q2 | $8.28M | Buy |
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|
2021
Q1 | $8M | Buy |
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|
2020
Q4 | $7.56M | Sell |
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|
2020
Q3 | $5.64M | Buy |
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|
2020
Q2 | $4.43M | Buy |
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|
2020
Q1 | $3.48M | Sell |
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|
2019
Q4 | $8.07M | Buy |
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|
2019
Q3 | $7.01M | Sell |
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|
2019
Q2 | $7.61M | Sell |
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|
2019
Q1 | $6.22M | Sell |
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|
2018
Q4 | $6.28M | Buy |
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|
2018
Q3 | $6.53M | Sell |
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|
2018
Q2 | $6.07M | Buy |
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|
2018
Q1 | $5.66M | Sell |
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|
2017
Q4 | $6.13M | Buy |
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|
2017
Q3 | $5.25M | Buy |
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|
2017
Q2 | $5.41M | Sell |
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|
2017
Q1 | $5.83M | Sell |
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|
2016
Q4 | $5.53M | Sell |
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|
2016
Q3 | $4.97M | Sell |
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|
2016
Q2 | $5.27M | Buy |
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|
2016
Q1 | $5.26M | Sell |
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|
2015
Q4 | $5.34M | Buy |
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|
2015
Q3 | $5.45M | Sell |
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|
2015
Q2 | $6.41M | Sell |
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|
2015
Q1 | $6.43M | Sell |
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|
2014
Q4 | $5.71M | Sell |
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|
2014
Q3 | $5.7M | Buy |
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|
2014
Q2 | $5.58M | Sell |
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|
2014
Q1 | $5.27M | Sell |
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|
2013
Q4 | $5.28M | Sell |
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|
2013
Q3 | $5.05M | Sell |
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|
2013
Q2 | $4.75M | Buy |
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