Garden State Investment Advisory Services’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 | $1.4M | Sell |
11,233
-933
| -8% | -$116K | 0.35% | 61 |
|
2025
Q1 | $1.2M | Sell |
12,166
-100
| -0.8% | -$9.9K | 0.39% | 64 |
|
2024
Q4 | $1.37M | Sell |
12,266
-10
| -0.1% | -$1.12K | 0.41% | 53 |
|
2024
Q3 | $1.18M | Buy |
12,276
+217
| +2% | +$20.9K | 0.38% | 58 |
|
2024
Q2 | $1.2M | Sell |
12,059
-160
| -1% | -$15.9K | 0.41% | 54 |
|
2024
Q1 | $1.49M | Sell |
12,219
-186
| -1% | -$22.7K | 0.55% | 43 |
|
2023
Q4 | $1.12M | Sell |
12,405
-295
| -2% | -$26.7K | 0.45% | 48 |
|
2023
Q3 | $1.03M | Buy |
12,700
+645
| +5% | +$52.3K | 0.47% | 43 |
|
2023
Q2 | $1.08M | Buy |
12,055
+2,473
| +26% | +$221K | 0.42% | 43 |
|
2023
Q1 | $960K | Buy |
9,582
+897
| +10% | +$89.8K | 0.41% | 47 |
|
2022
Q4 | $755K | Buy |
+8,685
| New | +$755K | 0.45% | 54 |
|