Wealthquest’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 | $519K | Buy |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $454K | Buy |
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|
2024
Q3 | $378K | Sell |
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|
2024
Q2 | $408K | Hold |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $807K | Hold |
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|
2021
Q4 | $807K | Sell |
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|
2021
Q3 | $923K | Sell |
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|
2021
Q2 | $976K | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $996K | Buy |
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|
2020
Q3 | $646K | Hold |
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|
2020
Q2 | $581K | Buy |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $638K | Buy |
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|
2019
Q2 | $666K | Buy |
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|
2019
Q1 | $521K | Buy |
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|
2018
Q4 | $514K | Buy |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $333K | Sell |
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|
2015
Q1 | $369K | Hold |
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|
2014
Q4 | $332K | Buy |
|