Willner & Heller’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
Q1 | – | Sell |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $526K | Sell |
|
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|
2024
Q1 | $704K | Sell |
|
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|
2023
Q4 | $587K | Buy |
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|
2022
Q4 | $732K | Buy |
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|
2022
Q3 | $779K | Sell |
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|
2022
Q2 | $785K | Buy |
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|
2022
Q1 | $970K | Sell |
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|
2021
Q4 | $1.12M | Buy |
|