WR Wealth Planners’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $174K | Buy |
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2024
Q3 | $148K | Buy |
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|
2024
Q2 | $151K | Sell |
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|
2024
Q1 | $189K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $163K | Buy |
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|
2023
Q2 | $153K | Buy |
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|
2023
Q1 | $160K | Buy |
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|
2022
Q4 | $34.8K | Hold |
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|
2022
Q3 | $37.7K | Buy |
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|
2022
Q2 | $2.08K | Hold |
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|
2022
Q1 | $3.02K | Buy |
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