Sterling Investment Advisors (Pennsylvania)’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 | $676K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $997K | Buy |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $881K | Buy |
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|
2022
Q2 | $868K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.29M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $921K | Hold |
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|
2020
Q2 | $827K | Sell |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $663K | Buy |
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|
2019
Q2 | $688K | Hold |
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|
2019
Q1 | $547K | Buy |
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|
2018
Q4 | $539K | Buy |
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|
2018
Q3 | $529K | Buy |
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|
2018
Q2 | $453K | Buy |
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|
2018
Q1 | $409K | Buy |
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|
2017
Q4 | $374K | Buy |
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|
2017
Q3 | $343K | Hold |
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|
2017
Q2 | $369K | Buy |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $365K | Buy |
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