Pathstone Holdings
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Pathstone Holdings’s Walt Disney DIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$172M Buy
1,383,182
+24,411
+2% +$3.03M 0.68% 25
2025
Q1
$134M Buy
1,358,771
+10,211
+0.8% +$1.01M 0.58% 28
2024
Q4
$150M Sell
1,348,560
-9,269
-0.7% -$1.03M 0.66% 26
2024
Q3
$131M Buy
1,357,829
+199,570
+17% +$19.2M 0.58% 26
2024
Q2
$115M Sell
1,158,259
-119,256
-9% -$11.8M 0.52% 29
2024
Q1
$156M Buy
1,277,515
+464,585
+57% +$56.8M 0.73% 22
2023
Q4
$73.5M Buy
+812,930
New +$73.5M 0.39% 40