PFG Private 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 | – | Sell |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $41.1K | Sell |
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|
2024
Q3 | $36.9K | Sell |
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|
2024
Q2 | $50K | Buy |
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|
2024
Q1 | $50.4K | Buy |
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|
2023
Q4 | $28.2K | Sell |
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|
2023
Q3 | $33.4K | Sell |
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|
2023
Q2 | $43.3K | Sell |
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|
2023
Q1 | $58.6K | Sell |
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|
2022
Q4 | $57K | Hold |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $93K | Sell |
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|
2021
Q4 | $423K | Buy |
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|
2021
Q3 | $454K | Buy |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $461K | Sell |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $429K | Buy |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $606K | Buy |
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