Finer Wealth Management’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 | $352K | Sell |
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|
2025
Q1 | $349K | Sell |
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|
2024
Q4 | $416K | Sell |
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $651K | Sell |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $642K | Sell |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $934K | Buy |
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|
2022
Q4 | $750K | Sell |
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|
2022
Q3 | $1.08M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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