Strategic Investment 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
Q2 | $559K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $382K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $996K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $275K | Buy |
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|
2019
Q4 | $370K | Buy |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $317K | Buy |
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