Ridgecrest 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 | $886K | Buy |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $848K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $953K | Sell |
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|
2023
Q4 | $715K | Buy |
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|
2023
Q3 | $642K | Buy |
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|
2023
Q2 | $698K | Buy |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $693K | Sell |
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|
2022
Q3 | $773K | Buy |
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|
2022
Q2 | $721K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | $969K | Buy |
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|
2021
Q2 | $973K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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