Petix & Botte Financial’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 | $551K | Hold |
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|
2025
Q1 | $439K | Hold |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $456K | Hold |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $290K | Sell |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $357K | Sell |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $382K | Hold |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $395K | Sell |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2020
Q1 | $213K | Sell |
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|
2019
Q4 | $326K | Buy |
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