Holistic Financial Partners’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 | $203K | Sell |
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|
2025
Q2 | $247K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $243K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $417K | Sell |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $466K | Sell |
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|
2020
Q4 | $533K | Buy |
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|
2020
Q3 | $261K | Sell |
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|
2020
Q2 | $254K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $49K | Sell |
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|
2017
Q4 | $58K | Buy |
|