World Investment 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
$9.3M Buy
2025
Q2
$9.97M Buy
2025
Q1
$7.53M Buy
2024
Q4
$7.87M Buy
2024
Q3
$5.61M Buy
2024
Q2
$1.27M Buy
2024
Q1
$286K Sell
2023
Q4
$283K Buy
2022
Q3
Sell
2022
Q2
$210K Sell
2022
Q1
$305K Buy
2021
Q4
$317K Sell
2021
Q3
$355K Sell
2021
Q2
$371K Buy
2021
Q1
$374K Buy
2020
Q4
$391K Buy