Garde Capital’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,983
| Closed | -$246K | – | 399 |
|
|
2025
Q2 | $246K | Sell |
1,983
-667
| -25% | -$69.3K | 0.01% | 211 |
|
|
2025
Q1 | $262K | Buy |
2,650
+393
| +17% | +$42.2K | 0.02% | 197 |
|
|
2024
Q4 | $251K | Sell |
2,257
-1,925
| -46% | -$202K | 0.02% | 192 |
|
|
2024
Q3 | $402K | Sell |
4,182
-6,186
| -60% | -$569K | 0.03% | 151 |
|
|
2024
Q2 | $1.03M | Sell |
10,368
-373
| -3% | -$40.2K | 0.07% | 93 |
|
|
2024
Q1 | $1.31M | Buy |
10,741
+2,078
| +24% | +$217K | 0.09% | 82 |
|
|
2023
Q4 | $782K | Sell |
8,663
-3,707
| -30% | -$327K | 0.06% | 109 |
|
|
2023
Q3 | $1M | Sell |
12,370
-2,342
| -16% | -$200K | 0.09% | 86 |
|
|
2023
Q2 | $1.31M | Sell |
14,712
-943
| -6% | -$89.3K | 0.11% | 76 |
|
|
2023
Q1 | $1.57M | Buy |
15,655
+1,000
| +7% | +$101K | 0.17% | 65 |
|
|
2022
Q4 | $1.27M | Sell |
14,655
-146
| -1% | -$14K | 0.15% | 67 |
|
|
2022
Q3 | $1.4M | Buy |
14,801
+11,808
| +395% | +$1.26M | 0.18% | 61 |
|
|
2022
Q2 | $283K | Sell |
2,993
-210
| -7% | -$23.3K | 0.03% | 156 |
|
|
2022
Q1 | $439K | Sell |
3,203
-409
| -11% | -$59.1K | 0.05% | 133 |
|
|
2021
Q4 | $559K | Sell |
3,612
-261
| -7% | -$42.2K | 0.05% | 122 |
|
|
2021
Q3 | $655K | Buy |
3,873
+1,251
| +48% | +$223K | 0.07% | 107 |
|
|
2021
Q2 | $461K | Buy |
2,622
+1,149
| +78% | +$207K | 0.05% | 128 |
|
|
2021
Q1 | $272K | Buy |
1,473
+52
| +4% | +$9.59K | 0.03% | 155 |
|
|
2020
Q4 | $257K | Buy |
+1,421
| New | +$204K | 0.03% | 160 |
|
|
2019
Q1 | – | Sell |
-10,590
| Closed | -$1.16M | – | 146 |
|
|
2018
Q4 | $1.16M | Hold |
10,590
| – | – | 0.21% | 64 |
|
|
2018
Q3 | $1.24M | Buy |
10,590
+9
| +0.1% | +$1K | 0.21% | 61 |
|
|
2018
Q2 | $1.11M | Sell |
10,581
-67
| -0.6% | -$6.85K | 0.19% | 63 |
|
|
2018
Q1 | $1.07M | Buy |
10,648
+127
| +1% | +$13.5K | 0.19% | 63 |
|
|
2017
Q4 | $1.13M | Sell |
10,521
-90
| -0.8% | -$9.27K | 0.21% | 59 |
|
|
2017
Q3 | $1.05M | Buy |
+10,611
| New | +$1.09M | 0.21% | 62 |
|
|
2016
Q4 | – | Sell |
-8,662
| Closed | -$885K | – | 126 |
|
|
2016
Q3 | $885K | Buy |
+8,662
| New | +$829K | 0.28% | 66 |
|
|
2015
Q4 | – | Sell |
-8,662
| Closed | -$885K | – | 117 |
|
|
2015
Q3 | $885K | Hold |
8,662
| – | – | 0.28% | 66 |
|
|
2015
Q2 | $989K | Sell |
8,662
-1,310
| -13% | -$144K | 0.3% | 67 |
|
|
2015
Q1 | $1.05M | Sell |
9,972
-103
| -1% | -$10.4K | 0.32% | 67 |
|
|
2014
Q4 | $949K | Buy |
+10,075
| New | +$908K | 0.29% | 74 |
|
Other funds holding DIS
