Regent Peak 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
Q4 | $433K | Buy |
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|
2025
Q3 | $426K | Buy |
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|
2025
Q1 | $281K | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $317K | Sell |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $310K | Sell |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $708K | Hold |
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|
2021
Q3 | $773K | Sell |
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|
2021
Q2 | $875K | Sell |
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|
2021
Q1 | $917K | Buy |
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|
2020
Q4 | $785K | Buy |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $391K | Buy |
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|
2019
Q4 | $518K | Buy |
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