Souders Financial 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 | $245K | Buy |
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|
2025
Q2 | $247K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $413K | Buy |
|