Financial Gravity Asset 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
2026 Q1	$2.41M	Buy	25,040 +1,088	+5%	+$115K	0.43%	55
2025 Q4	$2.72M	Buy	23,952 +1,821	+8%	+$201K	0.52%	49
2025 Q3	$2.53M	Buy	+22,131	New	+$2.61M	0.5%	48
2025 Q1	$1.99M	Buy	+20,191	New	+$2.17M	0.43%	61
2024 Q2	$1.85M	Sell	18,631 -16,456	-47%	-$1.77M	0.46%	56
2024 Q1	$3.74M	Sell	35,087 -190,715	-84%	-$19.9M	0.5%	49
2023 Q4	$101M	Buy	225,802 +17,228	+8%	+$1.52M	1.07%	31
2023 Q3	$99M	Buy	208,574 +200,435	+2,463%	+$17.1M	1.09%	27
2023 Q2	$2.24K	Buy	8,139 +519	+7%	+$49.2K	0.01%	620
2023 Q1	$773	Buy	7,620 +5,798	+318%	+$585K	0.02%	397
2022 Q4	$396	Buy	1,822 +103	+6%	+$9.85K	﹤0.01%	833
2022 Q3	$162	Sell	1,719 -3,453	-67%	-$370K	0.01%	585
2022 Q2	$492	Buy	5,172 +2,858	+124%	+$317K	0.02%	394
2022 Q1	$232	Sell	2,314 -2,334	-50%	-$337K	0.01%	549
2021 Q4	$571	Buy	4,648 +1,207	+35%	+$195K	0.01%	465
2021 Q3	$762K	Sell	3,441 -3,882	-53%	-$692K	0.36%	50
2021 Q2	$1.46M	Buy	7,323 +655	+10%	+$118K	0.52%	40
2021 Q1	$1.66K	Buy	6,668 +2,659	+66%	+$490K	0.03%	251
2020 Q4	$727K	Buy	+4,009	New	+$575K	0.67%	33
2020 Q2	–	Sell	-1,300	Closed	-$33.2K	–	225
2020 Q1	$33.2K	Buy	1,300 +916	+239%	+$116K	0.1%	86
2019 Q4	$145K	Sell	384 -54	-12%	-$7.54K	0.1%	194
2019 Q3	$57K	Buy	438 +74	+20%	+$10.2K	0.05%	270
2019 Q2	$51K	Buy	364 +8	+2%	+$1.06K	0.04%	318
2019 Q1	$40K	Buy	+356	New	+$39.8K	0.03%	359
2018 Q3	$40K	Buy	351 +96	+38%	+$10.7K	0.04%	379
2018 Q2	$29K	Sell	255 -3	-1%	-$307	0.03%	426
2018 Q1	$26K	Buy	+258	New	+$27.4K	0.03%	484