Forum Financial 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
Q3 | $3.89M | Sell |
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|
2025
Q2 | $4.26M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $2.35M | Buy |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $2.69M | Buy |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $2.54M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.48M | Buy |
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|
2022
Q1 | $2.45M | Sell |
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|
2021
Q4 | $3.15M | Buy |
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