SWS 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $1.94M | Buy |
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2025
Q2 | $1.98M | Buy |
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2025
Q1 | $1.48M | Sell |
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2024
Q4 | $1.68M | Buy |
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2024
Q3 | $1.43M | Sell |
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2024
Q2 | $1.63M | Buy |
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2024
Q1 | $1.81M | Buy |
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2021
Q4 | – | Sell |
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2021
Q3 | $219K | Buy |
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2021
Q2 | – | Sell |
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2021
Q1 | $238K | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $10K | Hold |
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2017
Q4 | $11K | Buy |
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