Retirement Planning Company of New England’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 | $387K | Buy |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $331K | Sell |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $341K | Sell |
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|
2024
Q2 | $357K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $636K | Sell |
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|
2023
Q3 | $605K | Buy |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $653K | Buy |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $631K | Buy |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $811K | Buy |
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|
2021
Q4 | $746K | Buy |
|