Sage Private Wealth 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 | – | Sell |
|
|||||
|
2025
Q1 | $289K | Buy |
|
|||||
|
2024
Q4 | $325K | Sell |
|
|||||
|
2024
Q3 | $363K | Buy |
|
|||||
|
2024
Q2 | $348K | Sell |
|
|||||
|
2024
Q1 | $441K | Buy |
|
|||||
|
2023
Q4 | $286K | Hold |
|
|||||
|
2023
Q3 | $256K | Buy |
|
|||||
|
2023
Q2 | $271K | Sell |
|
|||||
|
2023
Q1 | $312K | Buy |
|
|||||
|
2022
Q4 | $259K | Sell |
|
|||||
|
2022
Q3 | $302K | Buy |
|
|||||
|
2022
Q2 | $300K | Sell |
|
|||||
|
2022
Q1 | $454K | Buy |
|
|||||
|
2021
Q4 | $507K | Buy |
|
|||||
|
2021
Q3 | $521K | Sell |
|
|||||
|
2021
Q2 | $548K | Hold |
|
|||||
|
2021
Q1 | $575K | Sell |
|
|||||
|
2020
Q4 | $704K | Buy |
|