Ironwood Financial’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 | $366K | Hold |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $343K | Sell |
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|
2024
Q1 | $548K | Hold |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $397K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $427K | Sell |
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|
2022
Q2 | $428K | Hold |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q4 | $694K | Hold |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $724K | Buy |
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|
2020
Q4 | $599K | Buy |
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|
2020
Q3 | $43K | Buy |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $42K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $35K | Hold |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $8K | Hold |
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|
2016
Q4 | $7K | Hold |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Buy |
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|
2015
Q3 | $284K | Buy |
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|
2015
Q2 | $28K | Buy |
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|
2015
Q1 | $25K | Buy |
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|
2014
Q4 | $2K | Buy |
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