Wealth Advisors of Iowa’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 | – | Sell |
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|
2025
Q2 | $206K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $310K | Sell |
|
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $405K | Sell |
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|
2023
Q3 | $391K | Buy |
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|
2023
Q2 | $428K | Sell |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $409K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $723K | Sell |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $805K | Buy |
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|
2021
Q1 | $816K | Hold |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $401K | Buy |
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