HighMark Wealth 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 | $147K | Sell |
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|
2025
Q2 | $168K | Sell |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $156K | Buy |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $138K | Buy |
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|
2024
Q1 | $171K | Buy |
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|
2023
Q4 | $123K | Sell |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $90.1K | Sell |
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|
2023
Q1 | $127K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $114K | Buy |
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|
2022
Q2 | $113K | Buy |
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|
2022
Q1 | $164K | Buy |
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|
2021
Q4 | $183K | Buy |
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|
2021
Q3 | $199K | Sell |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $223K | Buy |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $151K | Hold |
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|
2020
Q2 | $135K | Sell |
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|
2020
Q1 | $125K | Sell |
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|
2019
Q4 | $187K | Buy |
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