St. Clair 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
$462K Hold
2025
Q2
$500K Hold
2025
Q1
$398K Hold
2024
Q4
$449K Buy
2024
Q3
$385K Sell
2024
Q2
$544K Hold
2024
Q1
$670K Buy
2023
Q4
$361K Hold
2023
Q3
$324K Sell
2023
Q2
$382K Buy
2023
Q1
$401K Buy