Richard W. Paul & Associates’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
Q2 | $266K | Sell |
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|
2025
Q1 | $213K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $2.4K | Hold |
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|
2024
Q2 | $2.48K | Hold |
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|
2024
Q1 | $3.06K | Sell |
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|
2023
Q4 | $23.9K | Hold |
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|
2023
Q3 | $21.5K | Hold |
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|
2023
Q2 | $23.7K | Sell |
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|
2023
Q1 | $28K | Sell |
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|
2022
Q4 | $111K | Buy |
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