Valmark Advisers’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 | $1.42M | Sell |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $940K | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $699K | Buy |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $640K | Buy |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $549K | Buy |
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|
2022
Q2 | $546K | Buy |
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|
2022
Q1 | $740K | Buy |
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|
2021
Q4 | $827K | Buy |
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|
2021
Q3 | $864K | Buy |
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|
2021
Q2 | $836K | Buy |
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|
2021
Q1 | $871K | Buy |
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|
2020
Q4 | $739K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $611K | Sell |
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|
2019
Q3 | $643K | Buy |
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|
2019
Q2 | $664K | Sell |
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|
2019
Q1 | $566K | Buy |
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|
2018
Q4 | $557K | Buy |
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|
2018
Q3 | $546K | Sell |
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|
2018
Q2 | $491K | Sell |
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|
2018
Q1 | $501K | Buy |
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|
2017
Q4 | $522K | Buy |
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|
2017
Q3 | $229K | Hold |
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|
2017
Q2 | $247K | Sell |
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|
2017
Q1 | $280K | Hold |
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|
2016
Q4 | $257K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $236K | Buy |
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|
2015
Q3 | $213K | Buy |
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|
2015
Q2 | $228K | Hold |
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|
2015
Q1 | $210K | Buy |
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