Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $336K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $1.85M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $2.32M | Buy |
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|
2021
Q2 | $2.26M | Sell |
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|
2021
Q1 | $4.4M | Buy |
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|
2020
Q4 | $4.21M | Buy |
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|
2020
Q3 | $2.85M | Sell |
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|
2020
Q2 | $2.6M | Buy |
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|
2020
Q1 | $771K | Buy |
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|
2019
Q4 | $961K | Buy |
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|
2019
Q3 | $747K | Buy |
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|
2019
Q2 | $796K | Buy |
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|
2019
Q1 | $540K | Buy |
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|
2018
Q4 | $323K | Buy |
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|
2018
Q3 | $204K | Buy |
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