Willow Creek 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
Q2 | $514K | Buy |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $320K | Buy |
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|
2024
Q1 | $383K | Sell |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $314K | Buy |
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|
2022
Q2 | $244K | Buy |
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|
2022
Q1 | $308K | Sell |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $380K | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $396K | Sell |
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|
2020
Q4 | $401K | Buy |
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|
2020
Q3 | $274K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $616K | Sell |
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|
2019
Q3 | $964K | Buy |
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|
2019
Q2 | $998K | Hold |
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|
2019
Q1 | $793K | Hold |
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|
2018
Q4 | $783K | Sell |
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|
2018
Q3 | $845K | Buy |
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|
2018
Q2 | $756K | Sell |
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|
2018
Q1 | $764K | Buy |
|