TCI Wealth 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
Q3 | $597K | Buy |
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|
2025
Q2 | $624K | Sell |
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|
2025
Q1 | $543K | Sell |
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|
2024
Q4 | $654K | Sell |
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|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $620K | Buy |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $516K | Sell |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $940K | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $1.09M | Sell |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $890K | Buy |
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|
2019
Q4 | $1.27M | Buy |
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|
2019
Q3 | $1.12M | Buy |
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|
2019
Q2 | $1.2M | Sell |
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|
2019
Q1 | $976K | Buy |
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|
2018
Q4 | $955K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $906K | Sell |
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|
2018
Q1 | $887K | Buy |
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|
2017
Q4 | $893K | Sell |
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|
2017
Q3 | $834K | Buy |
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|
2017
Q2 | $886K | Sell |
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|
2017
Q1 | $959K | Buy |
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|
2016
Q4 | $882K | Buy |
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|
2016
Q3 | $770K | Buy |
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|
2016
Q2 | $811K | Hold |
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|
2016
Q1 | $824K | Sell |
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|
2015
Q4 | $955K | Buy |
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|
2015
Q3 | $852K | Buy |
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|
2015
Q2 | $935K | Buy |
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|
2015
Q1 | $813K | Sell |
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|
2014
Q4 | $738K | Buy |
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|
2014
Q3 | $693K | Buy |
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|
2014
Q2 | $647K | Hold |
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|
2014
Q1 | $604K | Sell |
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|
2013
Q4 | $622K | Buy |
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|
2013
Q3 | $475K | Sell |
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|
2013
Q2 | $465K | Buy |
|