JGP 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
Q1 | – | Sell |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $229K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $351K | Sell |
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|
2020
Q4 | $347K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $3.73M | Buy |
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|
2019
Q4 | $5.32M | Buy |
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|
2019
Q3 | $4.24M | Buy |
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|
2019
Q2 | $4.47M | Buy |
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|
2019
Q1 | $3.4M | Buy |
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|
2018
Q4 | $3.19M | Buy |
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|
2018
Q3 | $3.3M | Buy |
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|
2018
Q2 | $2.88M | Buy |
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