Financial Perspectives’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 | $639K | Sell |
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|
2025
Q2 | $692K | Hold |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $658K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $522K | Sell |
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|
2024
Q1 | $649K | Sell |
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|
2023
Q4 | $496K | Buy |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $505K | Hold |
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $519K | Hold |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $835K | Hold |
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|
2021
Q3 | $913K | Sell |
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|
2021
Q2 | $951K | Sell |
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|
2021
Q1 | $5.41M | Buy |
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|
2020
Q4 | $978K | Buy |
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|
2020
Q3 | $609K | Buy |
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|
2020
Q2 | $547K | Hold |
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|
2020
Q1 | $474K | Buy |
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|
2019
Q4 | $627K | Buy |
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