Paradigm Strategies in Wealth Management’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
Q4 | – | Sell |
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|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $263K | Hold |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $237K | Hold |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $212K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $290K | Hold |
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|
2021
Q4 | $328K | Hold |
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|
2021
Q3 | $358K | Hold |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $390K | Buy |
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