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
2026 Q1	$3.23M	Buy	33,505 +893	+3%	+$94.4K	0.88%	21
2025 Q4	$3.71M	Sell	32,612 -738	-2%	-$81.3K	0.96%	18
2025 Q3	$3.82M	Buy	33,350 +3,431	+11%	+$404K	1%	19
2025 Q2	$3.71M	Buy	29,919 +1,294	+5%	+$134K	1.12%	22
2025 Q1	$2.83M	Sell	28,625 -123	-0.4%	-$13.2K	1%	19
2024 Q4	$3.2M	Buy	28,748 +515	+2%	+$54.1K	1.08%	17
2024 Q3	$2.72M	Buy	28,233 +3,898	+16%	+$359K	0.91%	22
2024 Q2	$2.42M	Buy	24,335 +1,615	+7%	+$174K	0.93%	30
2024 Q1	$2.78M	Buy	22,720 +10,529	+86%	+$1.1M	1.15%	19
2023 Q4	$1.1M	Buy	12,191 +1,788	+17%	+$158K	0.52%	54
2023 Q3	$843K	Buy	10,403 +40	+0.4%	+$3.42K	0.43%	61
2023 Q2	$925K	Hold	10,363	–	–	0.42%	67
2023 Q1	$1.04M	Buy	10,363 +2	+0%	+$202	0.52%	59
2022 Q4	$900K	Buy	10,361 +205	+2%	+$19.6K	0.5%	56
2022 Q3	$958K	Buy	10,156 +112	+1%	+$12K	0.53%	50
2022 Q2	$948K	Buy	10,044 +21	+0.2%	+$2.33K	0.67%	43
2022 Q1	$1.38M	Hold	10,023	–	–	0.71%	53
2021 Q4	$1.55M	Buy	10,023 +20	+0.2%	+$3.23K	0.77%	51
2021 Q3	$1.69M	Hold	10,003	–	–	0.92%	33
2021 Q2	$1.76M	Buy	10,003 +35	+0.4%	+$6.29K	0.91%	34
2021 Q1	$1.84M	Sell	9,968 -10	-0.1%	-$1.84K	1.06%	29
2020 Q4	$1.81M	Buy	+9,978	New	+$1.43M	1.06%	30