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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111K | Buy |
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|
2025
Q4 | $130K | Sell |
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|
2025
Q3 | $202K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $209K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $718K | Buy |
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|
2021
Q4 | $516K | Buy |
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|
2021
Q3 | $516K | Sell |
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|
2021
Q2 | $698K | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $643K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $374K | Buy |
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