Integrated Wealth Concepts’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 | $8.11M | Sell |
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|
2025
Q1 | $6.73M | Buy |
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|
2024
Q4 | $7.49M | Sell |
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|
2024
Q3 | $7.72M | Sell |
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|
2024
Q2 | $8.29M | Buy |
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|
2024
Q1 | $9.55M | Buy |
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|
2023
Q4 | $6.87M | Sell |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $7.04M | Buy |
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|
2023
Q1 | $7.33M | Buy |
|
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|
2022
Q4 | $4.24M | Sell |
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|
2022
Q3 | $6.13M | Buy |
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|
2022
Q2 | $6.05M | Sell |
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|
2022
Q1 | $9.33M | Buy |
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|
2021
Q4 | $9.81M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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|
2021
Q2 | $9.88M | Buy |
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|
2021
Q1 | $9.73M | Buy |
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|
2020
Q4 | $8.31M | Buy |
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|
2020
Q3 | $5.11M | Buy |
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|
2020
Q2 | $4.57M | Buy |
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|
2020
Q1 | $2.7M | Buy |
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|
2019
Q4 | $2.79M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $869K | Buy |
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|
2018
Q3 | $723K | Buy |
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|
2018
Q2 | $610K | Buy |
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|
2018
Q1 | $464K | Buy |
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|
2017
Q4 | $503K | Buy |
|