Liberty Square Wealth Partners’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
Sell
-1,892
Closed -$235K 148
2025
Q2
$235K Buy
+1,892
New +$197K 0.08% 132

Other funds holding DIS

Liberty Square Wealth Partners's DIS Position: Q3 2025 in Review

Liberty Square Wealth Partners sold out of Walt Disney (DIS) in Q3 2025, closing a stake of 1,892 shares — an estimated $235K sold.

Liberty Square Wealth Partners first reported a position in DIS in Q2 2025 and held it in 1 quarter. The position peaked at $235K in Q2 2025. 3,074 funds tracked by Wall St. Rank hold DIS as of Q3 2025.

  • Liberty Square Wealth Partners reported no remaining Walt Disney position as of Q3 2025 after selling out during the quarter.
  • Liberty Square Wealth Partners sold 1,892 Walt Disney shares in Q3 2025, an estimated $235K.
  • Liberty Square Wealth Partners first reported a position in Walt Disney in Q2 2025 and held it in 1 quarter.
  • Liberty Square Wealth Partners's Walt Disney position peaked at $235K in Q2 2025.
  • 3,074 funds tracked by Wall St. Rank held Walt Disney as of Q3 2025.

Based on Liberty Square Wealth Partners's 13F filing for Q3 2025, filed 6 Nov 2025.