Financial Gravity Asset Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.99M | Buy |
+20,191
| New | +$1.99M | 0.43% | 61 |
|
|
2024
Q2 | $1.85M | Sell |
18,631
-16,456
| -47% | -$1.63M | 0.46% | 56 |
|
|
2024
Q1 | $3.74M | Sell |
35,087
-190,715
| -84% | -$20.3M | 0.5% | 49 |
|
|
2023
Q4 | $101M | Buy |
225,802
+17,228
| +8% | +$7.67M | 1.07% | 31 |
|
|
2023
Q3 | $99M | Buy |
208,574
+200,435
| +2,463% | +$95.1M | 1.09% | 27 |
|
|
2023
Q2 | $2.24K | Buy |
8,139
+519
| +7% | +$143 | 0.01% | 620 |
|
|
2023
Q1 | $773 | Buy |
7,620
+5,798
| +318% | +$588 | 0.02% | 397 |
|
|
2022
Q4 | $396 | Buy |
1,822
+103
| +6% | +$22 | ﹤0.01% | 833 |
|
|
2022
Q3 | $162 | Sell |
1,719
-3,453
| -67% | -$325 | 0.01% | 585 |
|
|
2022
Q2 | $492 | Buy |
5,172
+2,858
| +124% | +$272 | 0.02% | 394 |
|
|
2022
Q1 | $232 | Sell |
2,314
-2,334
| -50% | -$234 | 0.01% | 549 |
|
|
2021
Q4 | $571 | Buy |
4,648
+1,207
| +35% | +$148 | 0.01% | 465 |
|
|
2021
Q3 | $762K | Sell |
3,441
-3,882
| -53% | -$860K | 0.36% | 50 |
|
|
2021
Q2 | $1.46M | Buy |
7,323
+655
| +10% | +$131K | 0.52% | 40 |
|
|
2021
Q1 | $1.66K | Buy |
6,668
+2,659
| +66% | +$661 | 0.03% | 251 |
|
|
2020
Q4 | $727K | Buy |
+4,009
| New | +$727K | 0.67% | 33 |
|
|
2020
Q2 | – | Sell |
-1,300
| Closed | -$33.2K | – | 225 |
|
|
2020
Q1 | $33.2K | Buy |
1,300
+916
| +239% | +$23.4K | 0.1% | 86 |
|
|
2019
Q4 | $145K | Sell |
384
-54
| -12% | -$20.4K | 0.1% | 194 |
|
|
2019
Q3 | $57K | Buy |
438
+74
| +20% | +$9.63K | 0.05% | 270 |
|
|
2019
Q2 | $51K | Buy |
364
+8
| +2% | +$1.12K | 0.04% | 318 |
|
|
2019
Q1 | $40K | Buy |
+356
| New | +$40K | 0.03% | 359 |
|
|
2018
Q3 | $40K | Buy |
351
+96
| +38% | +$10.9K | 0.04% | 379 |
|
|
2018
Q2 | $29K | Sell |
255
-3
| -1% | -$341 | 0.03% | 426 |
|
|
2018
Q1 | $26K | Buy |
+258
| New | +$26K | 0.03% | 484 |
|