Wescott Financial Advisory Group’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 | $932K | Buy |
|
|||||
|
2025
Q2 | $1M | Buy |
|
|||||
|
2025
Q1 | $787K | Sell |
|
|||||
|
2024
Q4 | $907K | Buy |
|
|||||
|
2024
Q3 | $740K | Sell |
|
|||||
|
2024
Q2 | $768K | Buy |
|
|||||
|
2024
Q1 | $932K | Buy |
|
|||||
|
2023
Q4 | $290K | Sell |
|
|||||
|
2023
Q3 | $269K | Sell |
|
|||||
|
2023
Q2 | $343K | Buy |
|
|||||
|
2023
Q1 | $262K | Sell |
|
|||||
|
2022
Q4 | $246K | Sell |
|
|||||
|
2022
Q3 | $276K | Buy |
|
|||||
|
2022
Q2 | $266K | Sell |
|
|||||
|
2022
Q1 | $394K | Sell |
|
|||||
|
2021
Q4 | $449K | Sell |
|
|||||
|
2021
Q3 | $518K | Buy |
|
|||||
|
2021
Q2 | $523K | Sell |
|
|||||
|
2021
Q1 | $615K | Buy |
|
|||||
|
2020
Q4 | $527K | Buy |
|