N.E.W. Advisory Services’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
$219K Sell
2025
Q1
$186K Buy
2024
Q4
$209K Buy
2024
Q2
Sell
2024
Q1
$219K Buy
2023
Q2
Sell
2023
Q1
$202K Buy
2022
Q2
Sell
2022
Q1
$718K Buy
2021
Q4
$516K Buy
2021
Q3
$516K Sell
2021
Q2
$698K Buy
2021
Q1
$731K Buy
2020
Q4
$643K Buy
2020
Q3
$434K Buy
2020
Q2
$374K Buy