Robertson Stephens 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 | $1.92M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.97M | Sell |
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|
2024
Q3 | $1.8M | Sell |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $1.8M | Sell |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.4M | Buy |
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|
2023
Q1 | $2.61M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.66M | Buy |
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|
2022
Q2 | $2.55M | Sell |
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|
2022
Q1 | $3.76M | Buy |
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|
2021
Q4 | $4.24M | Buy |
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|
2021
Q3 | $717K | Sell |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $952K | Buy |
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|
2020
Q4 | $353K | Sell |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $392K | Buy |
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