Trek Financial’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 | $805K | Buy |
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|
2025
Q2 | $861K | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $4.04M | Buy |
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|
2024
Q3 | $602K | Buy |
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|
2024
Q2 | $597K | Sell |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $419K | Sell |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $746K | Sell |
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|
2022
Q2 | $768K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.48M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.51M | Buy |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $891K | Buy |
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|
2020
Q1 | $584K | Sell |
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|
2019
Q4 | $903K | Sell |
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|
2019
Q3 | $1.63M | Buy |
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|
2019
Q2 | $883K | Buy |
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|
2019
Q1 | $691K | Buy |
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|
2018
Q4 | $634K | Buy |
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