Roberts 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
Q2 | $6.02M | Buy |
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|
2025
Q1 | $4.7M | Sell |
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|
2024
Q4 | $5.23M | Buy |
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|
2024
Q3 | $4.29M | Buy |
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $9.33M | Sell |
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|
2023
Q3 | $2.99M | Buy |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.61M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $3.89M | Buy |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $4.32M | Buy |
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