PBMares 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
Q2 | $406K | Sell |
|
|||||
|
2025
Q1 | $329K | Sell |
|
|||||
|
2024
Q4 | $664K | Sell |
|
|||||
|
2024
Q3 | $595K | Sell |
|
|||||
|
2024
Q2 | $626K | Sell |
|
|||||
|
2024
Q1 | $821K | Sell |
|
|||||
|
2023
Q4 | $620K | Sell |
|
|||||
|
2023
Q3 | $557K | Sell |
|
|||||
|
2023
Q2 | $635K | Sell |
|
|||||
|
2023
Q1 | $714K | Buy |
|
|||||
|
2022
Q4 | $593K | Sell |
|
|||||
|
2022
Q3 | $718K | Sell |
|
|||||
|
2022
Q2 | $728K | Buy |
|
|||||
|
2022
Q1 | $1M | Sell |
|
|||||
|
2021
Q4 | $1.19M | Buy |
|
|||||
|
2021
Q3 | $1.21M | Sell |
|
|||||
|
2021
Q2 | $1.27M | Buy |
|
|||||
|
2021
Q1 | $1.34M | Buy |
|
|||||
|
2020
Q4 | $1.2M | Sell |
|
|||||
|
2020
Q3 | $823K | Sell |
|
|||||
|
2020
Q2 | $750K | Buy |
|
|||||
|
2020
Q1 | $642K | Buy |
|
|||||
|
2019
Q4 | $886K | Buy |
|