Segment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.28M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $398K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $590K | Sell |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $686K | Sell |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $829K | Buy |
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|
2020
Q4 | $790K | Buy |
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|
2020
Q3 | $519K | Sell |
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|
2020
Q2 | $490K | Hold |
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|
2020
Q1 | $424K | Sell |
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|
2019
Q4 | $652K | Buy |
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|
2019
Q3 | $479K | Hold |
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|
2019
Q2 | $513K | Sell |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $421K | Sell |
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|
2018
Q3 | $535K | Buy |
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|
2018
Q2 | $384K | Sell |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $428K | Sell |
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|
2017
Q3 | $396K | Sell |
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|
2017
Q2 | $465K | Buy |
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|
2017
Q1 | $482K | Buy |
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|
2016
Q4 | $418K | Buy |
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|
2016
Q3 | $345K | Buy |
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|
2016
Q2 | $356K | Buy |
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|
2016
Q1 | $354K | Sell |
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|
2015
Q4 | $384K | Sell |
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|
2015
Q3 | $393K | Buy |
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|
2015
Q2 | $390K | Sell |
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|
2015
Q1 | $371K | Buy |
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|
2014
Q4 | $330K | Sell |
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|
2014
Q3 | $319K | Sell |
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|
2014
Q2 | $319K | Buy |
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|
2014
Q1 | $280K | Buy |
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|
2013
Q4 | $257K | Buy |
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|
2013
Q3 | $214K | Buy |
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|
2013
Q2 | $207K | Buy |
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