Sax 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
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $868K | Sell |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $718K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $2.37M | Buy |
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|
2021
Q2 | $2.4M | Buy |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $2.42M | Buy |
|