Westwood Wealth Management’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 | $544K | Buy |
|
|||||
|
2025
Q2 | $214K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $203K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $454K | Sell |
|
|||||
|
2024
Q1 | $657K | Sell |
|
|||||
|
2023
Q4 | $503K | Sell |
|
|||||
|
2023
Q3 | $477K | Sell |
|
|||||
|
2023
Q2 | $669K | Sell |
|
|||||
|
2023
Q1 | $750K | Sell |
|
|||||
|
2022
Q4 | $791K | Sell |
|
|||||
|
2022
Q3 | $886K | Buy |
|
|||||
|
2022
Q2 | $774K | Sell |
|
|||||
|
2022
Q1 | $1.61K | Sell |
|
|||||
|
2021
Q4 | $4K | Buy |
|