GeoWealth 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 | $879K | Buy |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $693K | Sell |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $30K | Buy |
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|
2023
Q1 | $15K | Buy |
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|
2022
Q4 | $8K | Sell |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $15K | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $39K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $331K | Buy |
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