Perennial Investment 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 | $2.23M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.77M | Sell |
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|
2024
Q3 | $1.56M | Sell |
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|
2024
Q2 | $1.67M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.53M | Sell |
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|
2023
Q1 | $1.73M | Buy |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.58M | Buy |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.84M | Buy |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $772K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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