Heartwood Wealth 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 | $307K | Buy |
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|
2025
Q2 | $325K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $238K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $264K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $317K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $258K | Buy |
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