Prudent Man 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 | – | Sell |
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|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $919K | Buy |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $863K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $610K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $1.01M | Buy |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.11M | Buy |
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|
2021
Q1 | $2.12M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.28M | Sell |
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|
2020
Q2 | $1.39M | Buy |
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