Strategic Family Wealth Counselors’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 | $1.06M | Buy |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $881K | Sell |
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|
2024
Q3 | $763K | Sell |
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|
2024
Q2 | $790K | Buy |
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|
2024
Q1 | $973K | Buy |
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|
2023
Q4 | $668K | Buy |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $745K | Sell |
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|
2022
Q4 | $661K | Sell |
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|
2022
Q3 | $722K | Buy |
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|
2022
Q2 | $718K | Sell |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.15M | Sell |
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|
2021
Q3 | $1.33M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $954K | Buy |
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|
2020
Q2 | $795K | Sell |
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|
2020
Q1 | $692K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $1.12M | Hold |
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|
2019
Q1 | $887K | Buy |
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|
2018
Q4 | $869K | Buy |
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