Smallwood Wealth Investment 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
Q3 | $639K | Buy |
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|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $676K | Hold |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $452K | Sell |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $580K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $553K | Buy |
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