Liberty 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
Q2 | $934K | Buy |
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|
2025
Q1 | $739K | Sell |
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|
2024
Q4 | $849K | Buy |
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|
2024
Q3 | $729K | Sell |
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $853K | Sell |
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|
2023
Q4 | $681K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $789K | Buy |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.5K | Buy |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.33M | Hold |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $954K | Buy |
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|
2020
Q2 | $857K | Buy |
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|
2020
Q1 | $552K | Buy |
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|
2019
Q4 | $816K | Buy |
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|
2019
Q3 | $624K | Sell |
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|
2019
Q2 | $929K | Buy |
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|
2019
Q1 | $498K | Buy |
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|
2018
Q4 | $469K | Buy |
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