Jeppson 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 | $5.5M | Buy |
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|
2025
Q2 | $5.95M | Sell |
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|
2025
Q1 | $4.78M | Buy |
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|
2024
Q4 | $5.38M | Sell |
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|
2024
Q3 | $4.68M | Buy |
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|
2024
Q2 | $4.8M | Sell |
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|
2024
Q1 | $5.91M | Buy |
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|
2023
Q4 | $3.74M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $3.28M | Sell |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $3.69M | Sell |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $4.63M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.4M | Sell |
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|
2021
Q2 | $3.54M | Buy |
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|
2021
Q1 | $3.63M | Sell |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $2.45M | Buy |
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