Tru Independence Asset Management 2’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
Q2 | $991K | Sell |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $993K | Sell |
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|
2024
Q3 | $857K | Buy |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $781K | Buy |
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|
2021
Q3 | $429K | Sell |
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|
2021
Q2 | $675K | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $980K | Buy |
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