Mark Sheptoff Financial Planning’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 | $233K | Hold |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $188K | Sell |
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|
2024
Q2 | $198K | Hold |
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|
2024
Q1 | $244K | Sell |
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|
2023
Q4 | $189K | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $290K | Hold |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $649K | Sell |
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|
2021
Q2 | $719K | Hold |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $804K | Buy |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $589K | Buy |
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|
2019
Q3 | $531K | Sell |
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|
2019
Q2 | $729K | Buy |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $400K | Sell |
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|
2018
Q3 | $496K | Hold |
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|
2018
Q2 | $445K | Hold |
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|
2018
Q1 | $426K | Hold |
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|
2017
Q4 | $456K | Hold |
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|
2017
Q3 | $418K | Hold |
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|
2017
Q2 | $451K | Sell |
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|
2017
Q1 | $481K | Buy |
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|
2016
Q4 | $442K | Hold |
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|
2016
Q3 | $394K | Hold |
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|
2016
Q2 | $415K | Sell |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $585K | Sell |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $477K | Hold |
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|
2014
Q4 | $428K | Hold |
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|
2014
Q3 | $405K | Hold |
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|
2014
Q2 | $390K | Hold |
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|
2014
Q1 | $364K | Buy |
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