Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $748K | Sell |
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|
2024
Q2 | $808K | Buy |
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|
2024
Q1 | $573K | Buy |
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|
2023
Q4 | $422K | Buy |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $650K | Sell |
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|
2021
Q3 | $718K | Buy |
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|
2021
Q2 | $742K | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $692K | Buy |
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