Forza 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
Q3 | $950K | Buy |
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|
2025
Q2 | $985K | Buy |
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|
2025
Q1 | $719K | Buy |
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|
2024
Q4 | $799K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $675K | Hold |
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|
2023
Q4 | $498K | Sell |
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|
2023
Q3 | $464K | Sell |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $661K | Sell |
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|
2022
Q4 | $580K | Buy |
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