Measured Wealth Private Client Group’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
Q3 | $21.9K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $257K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $370K | Sell |
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|
2019
Q3 | $483K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $816K | Buy |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $429K | Buy |
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|
2018
Q2 | $370K | Buy |
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