TruWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $283K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $418K | Sell |
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|
2021
Q4 | $566K | Sell |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $781K | Sell |
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|
2020
Q4 | $767K | Buy |
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