TriaGen Wealth Management’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 | $3.82M | Buy |
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|
2025
Q2 | $3.71M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $3.2M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.42M | Buy |
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|
2024
Q1 | $2.78M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $925K | Hold |
|
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $958K | Buy |
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|
2022
Q2 | $948K | Buy |
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|
2022
Q1 | $1.38M | Hold |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.69M | Hold |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.84M | Sell |
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|
2020
Q4 | $1.81M | Buy |
|