Walkner Condon Financial 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 | $350K | Buy |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $300K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q4 | $215K | Buy |
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