Garrett Wealth Advisory Group’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 | $798K | Buy |
6,435
+155
| +2% | +$19.2K | 0.17% | 40 |
|
|
2025
Q1 | $620K | Buy |
6,280
+160
| +3% | +$15.8K | 0.14% | 47 |
|
|
2024
Q4 | $681K | Buy |
6,120
+264
| +5% | +$29.4K | 0.16% | 41 |
|
|
2024
Q3 | $563K | Buy |
5,856
+2,786
| +91% | +$268K | 0.14% | 51 |
|
|
2024
Q2 | $305K | Buy |
+3,070
| New | +$305K | 0.11% | 67 |
|
|
2019
Q4 | – | Sell |
-275
| Closed | -$35.8K | – | 197 |
|
|
2019
Q3 | $35.8K | Buy |
+275
| New | +$35.8K | 0.03% | 153 |
|