Helios Capital 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
Q3 | $2.77M | Hold |
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|
2025
Q2 | $2.99M | Buy |
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|
2025
Q1 | $1.59M | Hold |
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|
2024
Q4 | $1.8M | Hold |
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|
2024
Q3 | $1.55M | Hold |
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|
2024
Q2 | $1.6M | Hold |
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|
2024
Q1 | $1.98M | Hold |
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|
2023
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.52M | Hold |
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|
2022
Q2 | $1.52M | Hold |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $3.35M | Buy |
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