WestHill 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 | – | Sell |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $250K | Hold |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $261K | Buy |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $294K | Buy |
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