Geller Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $700K | Buy |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $522K | Buy |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $605K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $368K | Buy |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $217K | Buy |
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