Triad Financial 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
Q3
$314K Buy
2023
Q1
Sell
2022
Q4
$247K Buy
2022
Q3
$225K Sell
2022
Q2
$233K Sell
2022
Q1
$375K Sell
2021
Q4
$492K Buy