GWP
Gateway Wealth Partners’s Walt Disney DIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $356K | Sell |
2,868
-224
| -7% | -$27.8K | 0.07% | 251 |
|
2025
Q1 | $305K | Buy |
3,092
+142
| +5% | +$14K | 0.07% | 249 |
|
2024
Q4 | $328K | Buy |
2,950
+135
| +5% | +$15K | 0.09% | 218 |
|
2024
Q3 | $271K | Sell |
2,815
-254
| -8% | -$24.4K | 0.07% | 224 |
|
2024
Q2 | $305K | Sell |
3,069
-8
| -0.3% | -$794 | 0.09% | 201 |
|
2024
Q1 | $377K | Buy |
3,077
+191
| +7% | +$23.4K | 0.14% | 146 |
|
2023
Q4 | $261K | Sell |
2,886
-1,594
| -36% | -$144K | 0.11% | 173 |
|
2023
Q3 | $363K | Buy |
4,480
+9
| +0.2% | +$729 | 0.07% | 162 |
|
2023
Q2 | $399K | Buy |
4,471
+872
| +24% | +$77.8K | 0.07% | 147 |
|
2023
Q1 | $360K | Buy |
3,599
+544
| +18% | +$54.5K | 0.06% | 152 |
|
2022
Q4 | $265K | Buy |
+3,055
| New | +$265K | 0.05% | 157 |
|