Wealth Effects’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 | $298K | Sell |
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|
2025
Q2 | $332K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $364K | Sell |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $322K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $497K | Buy |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $722K | Sell |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.64M | Buy |
|