Sound View Wealth Advisors Group’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 | $1.36M | Sell |
|
|||||
|
2025
Q2 | $1.53M | Sell |
|
|||||
|
2025
Q1 | $1.35M | Sell |
|
|||||
|
2024
Q4 | $1.69M | Sell |
|
|||||
|
2024
Q3 | $1.46M | Buy |
|
|||||
|
2024
Q2 | $1.3M | Sell |
|
|||||
|
2024
Q1 | $1.6M | Sell |
|
|||||
|
2023
Q4 | $1.23M | Sell |
|
|||||
|
2023
Q3 | $1.15M | Sell |
|
|||||
|
2023
Q2 | $1.27M | Sell |
|
|||||
|
2023
Q1 | $1.49M | Buy |
|
|||||
|
2022
Q4 | $1.23M | Buy |
|
|||||
|
2022
Q3 | $1.27M | Sell |
|
|||||
|
2022
Q2 | $1.64M | Buy |
|
|||||
|
2022
Q1 | $2.32M | Buy |
|
|||||
|
2021
Q4 | $2.45M | Buy |
|
|||||
|
2021
Q3 | $2.6M | Buy |
|
|||||
|
2021
Q2 | $2.67M | Buy |
|
|||||
|
2021
Q1 | $2.77M | Sell |
|
|||||
|
2020
Q4 | $2.74M | Sell |
|
|||||
|
2020
Q3 | $2.04M | Buy |
|
|||||
|
2020
Q2 | $1.74M | Sell |
|
|||||
|
2020
Q1 | $1.62M | Buy |
|
|||||
|
2019
Q4 | $2.29M | Buy |
|
|||||
|
2019
Q3 | $2.03M | Sell |
|
|||||
|
2019
Q2 | $2.2M | Buy |
|