Paces Ferry 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 | $448K | Buy |
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2025
Q1 | $356K | Sell |
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2024
Q4 | $406K | Sell |
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2024
Q3 | $419K | Sell |
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2024
Q2 | $667K | Sell |
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2024
Q1 | $841K | Buy |
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2023
Q4 | $498K | Sell |
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2023
Q3 | $536K | Buy |
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2023
Q2 | $579K | Sell |
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2023
Q1 | $782K | Buy |
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2022
Q4 | $520K | Sell |
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2022
Q3 | $741K | Sell |
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2022
Q2 | $786K | Sell |
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2022
Q1 | $1.35M | Buy |
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2021
Q4 | $1.46M | Buy |
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2021
Q3 | $1.58M | Sell |
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2021
Q2 | $1.67M | Buy |
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2021
Q1 | $1.72M | Sell |
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2020
Q4 | $1.72M | Buy |
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2020
Q3 | $1.07M | Buy |
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