Horizon Family Wealth’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 | $2.16M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.86M | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $321K | Buy |
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