Litman Gregory 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
Q4 | $56.9K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $356K | Sell |
|
|||||
|
2024
Q2 | $427K | Sell |
|
|||||
|
2024
Q1 | $587K | Hold |
|
|||||
|
2023
Q4 | $433K | Sell |
|
|||||
|
2023
Q3 | $399K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $18K | Hold |
|
|||||
|
2020
Q4 | $18K | Buy |
|
|||||
|
2020
Q3 | $1K | Hold |
|
|||||
|
2020
Q2 | $1K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $2K | Sell |
|
|||||
|
2019
Q2 | $3K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $25K | Buy |
|