RKL Wealth Management’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 | $676K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.38M | Buy |
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|
2021
Q4 | $5.97M | Sell |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $6.89M | Sell |
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|
2021
Q1 | $7.32M | Sell |
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|
2020
Q4 | $7.61M | Sell |
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|
2020
Q3 | $5.3M | Sell |
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|
2020
Q2 | $4.78M | Buy |
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|
2020
Q1 | $4.11M | Sell |
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|
2019
Q4 | $6.23M | Sell |
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|
2019
Q3 | $5.66M | Sell |
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|
2019
Q2 | $6.19M | Sell |
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|
2019
Q1 | $4.95M | Buy |
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|
2018
Q4 | $2.58M | Sell |
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|
2018
Q3 | $2.84M | Sell |
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|
2018
Q2 | $2.7M | Sell |
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|
2018
Q1 | $2.96M | Sell |
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|
2017
Q4 | $3.66M | Sell |
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|
2017
Q3 | $4.04M | Sell |
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|
2017
Q2 | $5.33M | Sell |
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|
2017
Q1 | $6.38M | Sell |
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|
2016
Q4 | $6.5M | Sell |
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|
2016
Q3 | $6.3M | Buy |
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|
2016
Q2 | $6.62M | Sell |
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|
2016
Q1 | $6.72M | Sell |
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|
2015
Q4 | $7.14K | Sell |
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|
2015
Q3 | $7.06M | Sell |
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|
2015
Q2 | $8.12M | Sell |
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|
2015
Q1 | $7.76M | Buy |
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|
2014
Q4 | $6.92M | Buy |
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|
2014
Q3 | $6.23M | Buy |
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|
2014
Q2 | $5.81M | Buy |
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|
2014
Q1 | $4.93M | Buy |
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