One Charles Private Wealth 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 | $221K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $200K | Sell |
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $215K | Sell |
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|
2024
Q1 | $271K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | $289K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $534K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $869K | Buy |
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