Wealth Management Partners’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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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $236K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $579K | Sell |
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $554K | Hold |
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|
2022
Q2 | $531K | Hold |
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|
2022
Q1 | $815K | Hold |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $934K | Sell |
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|
2021
Q2 | $987K | Buy |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $858K | Buy |
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