SFMG 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
Q2 | $479K | Buy |
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|
2025
Q1 | $337K | Buy |
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|
2024
Q4 | $377K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $623K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $918K | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.57M | Buy |
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|
2020
Q3 | $900K | Buy |
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|
2020
Q2 | $562K | Buy |
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|
2020
Q1 | $272K | Buy |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $229K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $498K | Buy |
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|
2018
Q1 | $466K | Sell |
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|
2017
Q4 | $511K | Buy |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $451K | Buy |
|