McElhenny Sheffield Capital 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 | – | Sell |
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|
2025
Q3 | $225K | Buy |
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|
2025
Q2 | $205K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $202K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $994K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $431K | Buy |
|