Wealth Dimensions Group’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
$649K Sell
2025
Q2
$748K Buy
2025
Q1
$581K Sell
2024
Q4
$674K Buy
2024
Q3
$523K Buy
2024
Q2
$533K Buy
2024
Q1
$601K Sell
2023
Q4
$488K Sell
2023
Q3
$451K Sell
2023
Q2
$497K Buy
2023
Q1
$478K Buy
2022
Q4
$390K Sell
2022
Q3
$475K Buy
2022
Q2
$462K Buy
2022
Q1
$617K Sell
2021
Q4
$714K Buy
2021
Q3
$666K Buy
2021
Q2
$628K Buy
2021
Q1
$637K Buy
2020
Q4
$547K Buy