Marks Group 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 | $727K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $683K | Buy |
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|
2024
Q3 | $590K | Sell |
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|
2024
Q2 | $612K | Sell |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $380K | Hold |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $340K | Buy |
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|
2022
Q1 | $483K | Buy |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Sell |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $212K | Buy |
|