Modera 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
Q3 | $11.1M | Sell |
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|
2025
Q2 | $12.4M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $10.2M | Sell |
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|
2024
Q1 | $12.9M | Buy |
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|
2023
Q4 | $9.49M | Sell |
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|
2023
Q3 | $8.82M | Sell |
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|
2023
Q2 | $9.97M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.62M | Sell |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $738K | Buy |
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|
2020
Q2 | $637K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $525K | Buy |
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|
2019
Q3 | $461K | Buy |
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|
2019
Q2 | $483K | Buy |
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|
2019
Q1 | $369K | Buy |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $413K | Buy |
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|
2018
Q2 | $273K | Buy |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $318K | Sell |
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|
2017
Q3 | $312K | Buy |
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|
2017
Q2 | $336K | Sell |
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|
2017
Q1 | $483K | Buy |
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|
2016
Q4 | $352K | Sell |
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|
2016
Q3 | $357K | Buy |
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|
2016
Q2 | $372K | Hold |
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|
2016
Q1 | $378K | Buy |
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|
2015
Q4 | $280K | Sell |
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|
2015
Q3 | $282K | Buy |
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|
2015
Q2 | $246K | Buy |
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