Fragasso Financial 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
Q3 | $844K | Sell |
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|
2025
Q2 | $994K | Sell |
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|
2025
Q1 | $968K | Sell |
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|
2024
Q4 | $3.02M | Sell |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.88M | Sell |
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|
2024
Q1 | $4.68M | Sell |
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|
2023
Q4 | $3.47M | Sell |
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|
2023
Q3 | $3.47M | Sell |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $5.55M | Buy |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $4.66M | Buy |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $5.81M | Buy |
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|
2021
Q4 | $6.12M | Buy |
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|
2021
Q3 | $6.53M | Buy |
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|
2021
Q2 | $6.31M | Buy |
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|
2021
Q1 | $6.26M | Buy |
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|
2020
Q4 | $6.11M | Sell |
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|
2020
Q3 | $4.28M | Buy |
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|
2020
Q2 | $4.38M | Buy |
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|
2020
Q1 | $2.88M | Buy |
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|
2019
Q4 | $4.05M | Buy |
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|
2019
Q3 | $3.56M | Buy |
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|
2019
Q2 | $3.73M | Buy |
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|
2019
Q1 | $2.86M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $249K | Buy |
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|
2017
Q4 | $226K | Sell |
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|
2017
Q3 | $254K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $315K | Buy |
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