Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914K | Buy |
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|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $836K | Buy |
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $443K | Buy |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $853K | Sell |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $622K | Sell |
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|
2019
Q4 | $9.37M | Buy |
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|
2019
Q3 | $8.28M | Buy |
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|
2019
Q2 | $538K | Buy |
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|
2019
Q1 | $387K | Sell |
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|
2018
Q4 | $399K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $207K | Buy |
|