WealthPLAN 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 | $213K | Sell |
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|
2025
Q2 | $232K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $665K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $620K | Buy |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.68M | Buy |
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|
2021
Q1 | $1.69M | Buy |
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|
2020
Q4 | $1.62M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.28M | Buy |
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|
2020
Q1 | $942K | Sell |
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|
2019
Q4 | $4.92M | Buy |
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|
2019
Q3 | $3.64M | Buy |
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|
2019
Q2 | $819K | Sell |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $652K | Sell |
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|
2018
Q3 | $684K | Sell |
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|
2018
Q2 | $680K | Buy |
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|
2018
Q1 | $632K | Buy |
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|
2017
Q4 | $536K | Buy |
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|
2017
Q3 | $433K | Sell |
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|
2017
Q2 | $477K | Buy |
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|
2017
Q1 | $173K | Buy |
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|
2016
Q3 | $602K | Sell |
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|
2016
Q2 | $621K | Buy |
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|
2015
Q4 | $498K | Buy |
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|
2015
Q2 | $139K | Buy |
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|
2015
Q1 | $116K | Buy |
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