Schrum Private 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 | $284K | Sell |
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|
2025
Q1 | $315K | Sell |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $711K | Buy |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $487K | Sell |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $648K | Hold |
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|
2022
Q1 | $806K | Hold |
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|
2021
Q4 | $1.06M | Buy |
|