Spectrum Wealth Advisory 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
Q2 | $751K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $754K | Sell |
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|
2024
Q2 | $799K | Buy |
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|
2024
Q1 | $972K | Sell |
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|
2023
Q4 | $718K | Hold |
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|
2023
Q3 | $644K | Buy |
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|
2023
Q2 | $696K | Buy |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $744K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $200K | Sell |
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|
2020
Q4 | $213K | Sell |
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|
2020
Q3 | $288K | Buy |
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