Independent Solutions 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 | $218K | Sell |
|
|||||
|
2025
Q2 | $261K | Sell |
|
|||||
|
2025
Q1 | $275K | Sell |
|
|||||
|
2024
Q4 | $313K | Sell |
|
|||||
|
2024
Q3 | $306K | Sell |
|
|||||
|
2024
Q2 | $411K | Sell |
|
|||||
|
2024
Q1 | $528K | Sell |
|
|||||
|
2023
Q4 | $432K | Sell |
|
|||||
|
2023
Q3 | $457K | Sell |
|
|||||
|
2023
Q2 | $604K | Sell |
|
|||||
|
2023
Q1 | $691K | Buy |
|
|||||
|
2022
Q4 | $569K | Sell |
|
|||||
|
2022
Q3 | $757K | Sell |
|
|||||
|
2022
Q2 | $759K | Sell |
|
|||||
|
2022
Q1 | $1.46M | Sell |
|
|||||
|
2021
Q4 | $1.67M | Buy |
|
|||||
|
2021
Q3 | $1.46M | Sell |
|
|||||
|
2021
Q2 | $1.52M | Sell |
|
|||||
|
2021
Q1 | $1.65M | Sell |
|
|||||
|
2020
Q4 | $2.34M | Sell |
|
|||||
|
2020
Q3 | $1.9M | Sell |
|
|||||
|
2020
Q2 | $1.84M | Buy |
|
|||||
|
2020
Q1 | $1.55M | Buy |
|
|||||
|
2019
Q4 | $2.24M | Buy |
|