High Net Worth Advisory Group’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 | $581K | Sell |
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|
2025
Q1 | $701K | Buy |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $461K | Sell |
|
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|
2024
Q2 | $490K | Buy |
|
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|
2024
Q1 | $602K | Sell |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $466K | Buy |
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|
2023
Q1 | $477K | Sell |
|
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $815K | Buy |
|