Navis Wealth Advisors’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 | – | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $336K | Buy |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $693K | Buy |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $86K | Buy |
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