Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $408K | Sell |
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2023
Q2 | $992K | Sell |
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $798K | Sell |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $710K | Sell |
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $151K | Buy |
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|
2018
Q4 | $135K | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q2 | $99K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $116K | Buy |
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