J.W. Cole Advisors’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
Q4 | $5.94M | Sell |
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|
2025
Q3 | $8.29M | Buy |
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|
2025
Q2 | $8.53M | Buy |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $2.97M | Sell |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.76M | Sell |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $3.4M | Buy |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $2.97M | Sell |
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|
2023
Q1 | $3.46M | Buy |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.51M | Buy |
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|
2022
Q1 | $4.95M | Buy |
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|
2021
Q4 | $4.9M | Buy |
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|
2021
Q3 | $5.35M | Buy |
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|
2021
Q2 | $4.68M | Buy |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $4.25M | Sell |
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|
2020
Q3 | $7.68M | Buy |
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|
2020
Q2 | $2.66M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.52M | Buy |
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