Sovereign Financial 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 | $524K | Sell |
|
|||||
|
2025
Q2 | $584K | Buy |
|
|||||
|
2025
Q1 | $453K | Sell |
|
|||||
|
2024
Q4 | $518K | Buy |
|
|||||
|
2024
Q3 | $444K | Buy |
|
|||||
|
2024
Q2 | $450K | Sell |
|
|||||
|
2024
Q1 | $575K | Buy |
|
|||||
|
2023
Q4 | $293K | Buy |
|
|||||
|
2023
Q3 | $258K | Sell |
|
|||||
|
2023
Q2 | $341K | Buy |
|
|||||
|
2023
Q1 | $331K | Sell |
|
|||||
|
2022
Q4 | $294K | Buy |
|
|||||
|
2022
Q3 | $232K | Buy |
|
|||||
|
2022
Q2 | $208K | Buy |
|
|||||
|
2022
Q1 | $302K | Buy |
|
|||||
|
2021
Q4 | $255K | Sell |
|
|||||
|
2021
Q3 | $335K | Sell |
|
|||||
|
2021
Q2 | $579K | Hold |
|
|||||
|
2021
Q1 | $579K | Buy |
|
|||||
|
2020
Q4 | $488K | Buy |
|