Sargent Investment 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 | $496K | Buy |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $466K | Sell |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $562K | Buy |
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|
2023
Q4 | $300K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $454K | Sell |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $659K | Sell |
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|
2021
Q2 | $687K | Buy |
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|
2021
Q1 | $701K | Sell |
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|
2020
Q4 | $740K | Sell |
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|
2020
Q3 | $591K | Buy |
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|
2020
Q2 | $534K | Buy |
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|
2020
Q1 | $432K | Buy |
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|
2019
Q4 | $277K | Buy |
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|
2019
Q3 | $247K | Sell |
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|
2019
Q2 | $433K | Buy |
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|
2019
Q1 | $219K | Buy |
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