Sweet Financial Partners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $854K | Sell |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $828K | Sell |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $646K | Buy |
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|
2022
Q3 | $496K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $617K | Buy |
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|
2021
Q4 | $611K | Buy |
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