Physician Wealth 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
Q3 | $289K | Sell |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $276K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $400K | Buy |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $492K | Hold |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $325K | Buy |
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|
2019
Q4 | $285K | Hold |
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|
2019
Q3 | $296K | Buy |
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