Glass Jacobson Investment 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 | $30K | Sell |
|
|||||
|
2025
Q2 | $45.1K | Sell |
|
|||||
|
2025
Q1 | $594K | Hold |
|
|||||
|
2024
Q4 | $594K | Buy |
|
|||||
|
2024
Q3 | $510K | Buy |
|
|||||
|
2024
Q2 | $511K | Buy |
|
|||||
|
2024
Q1 | $628K | Sell |
|
|||||
|
2023
Q4 | $484K | Buy |
|
|||||
|
2023
Q3 | $432K | Sell |
|
|||||
|
2023
Q2 | $512K | Buy |
|
|||||
|
2022
Q4 | $515K | Buy |
|