Annis Gardner Whiting Capital Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Buy |
5,917
+150
| +3% | +$18.6K | 0.25% | 81 |
|
|
2025
Q1 | $569K | Buy |
5,767
+251
| +5% | +$24.8K | 0.24% | 85 |
|
|
2024
Q4 | $617K | Buy |
5,516
+298
| +6% | +$33.3K | 0.17% | 109 |
|
|
2024
Q3 | $502K | Sell |
5,218
-89
| -2% | -$8.56K | 0.14% | 126 |
|
|
2024
Q2 | $527K | Buy |
5,307
+55
| +1% | +$5.46K | 0.15% | 122 |
|
|
2024
Q1 | $643K | Buy |
5,252
+1,518
| +41% | +$186K | 0.23% | 84 |
|
|
2023
Q4 | $338K | Buy |
3,734
+754
| +25% | +$68.3K | 0.15% | 110 |
|
|
2023
Q3 | $242K | Buy |
+2,980
| New | +$242K | 0.13% | 124 |
|