GoalVest Advisory’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 | $58.1K | Sell |
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|
2025
Q2 | $81.5K | Sell |
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|
2025
Q1 | $65.3K | Buy |
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|
2024
Q4 | $73.2K | Buy |
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|
2024
Q3 | $48.8K | Hold |
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|
2024
Q2 | $50.3K | Sell |
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|
2024
Q1 | $85.3K | Buy |
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|
2023
Q4 | $50.3K | Buy |
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|
2023
Q3 | $11.9K | Hold |
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|
2023
Q2 | $13.1K | Sell |
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|
2023
Q1 | $19.7K | Hold |
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|
2022
Q4 | $17.1K | Buy |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $598K | Buy |
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