Gallagher Fiduciary 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 | $634K | Buy |
5,116
+260
| +5% | +$32.2K | 0.02% | 141 |
|
|
2025
Q1 | $479K | Sell |
4,856
-1,117
| -19% | -$110K | 0.02% | 163 |
|
|
2024
Q4 | $665K | Sell |
5,973
-648
| -10% | -$72.2K | 0.13% | 109 |
|
|
2024
Q3 | $637K | Buy |
6,621
+5
| +0.1% | +$481 | 0.13% | 94 |
|
|
2024
Q2 | $657K | Buy |
6,616
+239
| +4% | +$23.7K | 0.15% | 84 |
|
|
2024
Q1 | $780K | Buy |
6,377
+532
| +9% | +$65.1K | 0.03% | 73 |
|
|
2023
Q4 | $528K | Sell |
5,845
-720
| -11% | -$65K | 0.02% | 100 |
|
|
2023
Q3 | $532K | Sell |
6,565
-346
| -5% | -$28K | 0.05% | 94 |
|
|
2023
Q2 | $617K | Sell |
6,911
-1,825
| -21% | -$163K | 0.05% | 107 |
|
|
2023
Q1 | $875K | Buy |
+8,736
| New | +$875K | 0.07% | 72 |
|