West Wealth 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 | $881K | Buy |
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|
2025
Q2 | $890K | Sell |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $380K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $280K | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $489K | Buy |
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