Private Wealth Partners’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 | $8.38M | Sell |
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|
2025
Q2 | $9.19M | Sell |
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|
2025
Q1 | $8.72M | Sell |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $9.64M | Buy |
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|
2024
Q2 | $9M | Buy |
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|
2024
Q1 | $4.42M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $9.26M | Sell |
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|
2023
Q1 | $10.5M | Sell |
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|
2022
Q4 | $9.61M | Buy |
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|
2022
Q3 | $8.29M | Sell |
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|
2022
Q2 | $11.7M | Sell |
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|
2022
Q1 | $19.1M | Buy |
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|
2021
Q4 | $19.1M | Buy |
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|
2021
Q3 | $20.8M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $12.8M | Buy |
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|
2020
Q4 | $11.5M | Sell |
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|
2020
Q3 | $9.33M | Buy |
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|
2020
Q2 | $8.24M | Sell |
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|
2020
Q1 | $11.1M | Buy |
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|
2019
Q4 | $14.5M | Sell |
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|
2019
Q3 | $15.5M | Sell |
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|
2019
Q2 | $16.7M | Buy |
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|
2019
Q1 | $12.6M | Buy |
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|
2018
Q4 | $12.4M | Buy |
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|
2018
Q3 | $13.2M | Buy |
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|
2018
Q2 | $11.8M | Buy |
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|
2018
Q1 | $10.5M | Buy |
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|
2017
Q4 | $11.2M | Buy |
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|
2017
Q3 | $10.3M | Sell |
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|
2017
Q2 | $18.7M | Sell |
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|
2017
Q1 | $20.3M | Sell |
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|
2016
Q4 | $19.2M | Sell |
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|
2016
Q3 | $17.5M | Sell |
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|
2016
Q2 | $19.3M | Buy |
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|
2016
Q1 | $16.5M | Buy |
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|
2015
Q4 | $14M | Buy |
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|
2015
Q3 | $9.32M | Buy |
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|
2015
Q2 | $7.12M | Buy |
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|
2015
Q1 | $4.5M | Buy |
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|
2014
Q4 | $4.04M | Buy |
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|
2014
Q3 | $3.81M | Buy |
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|
2014
Q2 | $3.55M | Buy |
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|
2014
Q1 | $3.29M | Sell |
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|
2013
Q4 | $3.14M | Sell |
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|
2013
Q3 | $2.8M | Buy |
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|
2013
Q2 | $2.7M | Buy |
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