West 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
Q3 | $573 | Sell |
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|
2025
Q2 | $11.3K | Hold |
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|
2025
Q1 | $8.98K | Sell |
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|
2024
Q4 | $11.1K | Buy |
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|
2024
Q3 | $8.27K | Hold |
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|
2024
Q2 | $8.54K | Hold |
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|
2024
Q1 | $10.5K | Hold |
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|
2023
Q4 | $7.76K | Hold |
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|
2023
Q3 | $6.97K | Sell |
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|
2023
Q2 | $20.4K | Buy |
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|
2023
Q1 | $14.2K | Hold |
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|
2022
Q4 | $12.3K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $142K | Hold |
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|
2021
Q3 | $155K | Buy |
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|
2021
Q2 | $93K | Sell |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $196K | Buy |
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