True Wealth Design’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 | $128K | Buy |
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|
2025
Q2 | $138K | Buy |
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|
2025
Q1 | $100K | Buy |
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|
2024
Q4 | $104K | Sell |
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|
2024
Q3 | $91K | Sell |
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|
2024
Q2 | $123K | Sell |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $153K | Hold |
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|
2023
Q2 | $169K | Sell |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $201K | Buy |
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