Safeguard Investment Advisory Group’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 | $713K | Sell |
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|
2025
Q1 | $848K | Buy |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $546K | Hold |
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $578K | Sell |
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|
2021
Q3 | $632K | Sell |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $444K | Buy |
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