Investment Advisory Group’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $230K | Sell |
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|
2025
Q3 | $261K | Hold |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $363K | Hold |
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|
2021
Q4 | $403K | Buy |
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