SYM Financial Corp’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
$364K Sell
2025
Q2
$418K Sell
2025
Q1
$357K Sell
2024
Q4
$439K Buy
2024
Q3
$273K Sell
2024
Q2
$339K Buy
2024
Q1
$327K Sell
2023
Q4
$250K Sell
2023
Q3
$289K Buy
2018
Q4
Sell
2018
Q3
$270K Buy