Paragon Financial Partners’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
$248K Buy
2025
Q1
Sell
2024
Q4
$236K Sell
2024
Q3
$212K Hold
2024
Q2
$219K Hold
2024
Q1
$270K Buy
2023
Q3
Sell
2023
Q2
$219K Hold
2023
Q1
$245K Buy
2022
Q4
$213K Hold
2022
Q3
$231K Hold
2022
Q2
$231K Hold
2022
Q1
$336K Hold
2021
Q4
$379K Buy