Trellis 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
2023
Q2
Sell
2023
Q1
$228K Buy
2022
Q2
Sell
2022
Q1
$269K Buy
2021
Q4
$301K Sell
2021
Q3
$343K Buy
2021
Q2
$355K Sell
2021
Q1
$391K Buy
2020
Q4
$381K Buy
2020
Q3
$261K Buy
2020
Q2
$218K Sell
2020
Q1
$201K Buy
2019
Q4
$202K Buy