WealthSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.5M | Sell |
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|
2022
Q1 | $8.62M | Buy |
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|
2021
Q4 | $2.05M | Sell |
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|
2021
Q3 | $2.27M | Sell |
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|
2021
Q2 | $2.53M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $1.73M | Sell |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $1.65M | Sell |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $913K | Buy |
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|
2018
Q4 | $749K | Buy |
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|
2018
Q3 | $669K | Buy |
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|
2018
Q2 | $422K | Sell |
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|
2018
Q1 | $509K | Buy |
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|
2017
Q4 | $518K | Sell |
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|
2017
Q3 | $888K | Buy |
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|
2017
Q2 | $639K | Sell |
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|
2017
Q1 | $859K | Sell |
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|
2016
Q4 | $795K | Sell |
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|
2016
Q3 | $815K | Sell |
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|
2016
Q2 | $1.43M | Sell |
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|
2016
Q1 | $1.75M | Buy |
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