Wellspring Financial Advisors’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
Q2 | $332K | Buy |
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|
2025
Q1 | $252K | Sell |
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|
2024
Q4 | $286K | Buy |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $416K | Buy |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $314K | Sell |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $606K | Sell |
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|
2021
Q4 | $687K | Buy |
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|
2021
Q3 | $730K | Sell |
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|
2021
Q2 | $759K | Buy |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $773K | Buy |
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|
2020
Q3 | $513K | Buy |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $389K | Buy |
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