IBEX Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $321K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $15K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.56M | Buy |
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|
2019
Q3 | $3.06M | Buy |
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|
2019
Q2 | $1.55M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $56K | Buy |
|