Waddell & Associates’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 | $418K | Buy |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $340K | Sell |
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|
2024
Q3 | $332K | Buy |
|
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|
2024
Q2 | $317K | Buy |
|
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|
2024
Q1 | $387K | Buy |
|
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $438K | Buy |
|
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|
2023
Q2 | $365K | Sell |
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|
2023
Q1 | $410K | Buy |
|
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|
2022
Q4 | $342K | Buy |
|
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $592K | Sell |
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|
2021
Q2 | $620 | Buy |
|