GA
Geller Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $700K | Buy |
6,257
+200
| +3% | +$22.4K | 0.05% | 94 |
|
|
2024
Q3 | $583K | Buy |
6,057
+1,036
| +21% | +$99.7K | 0.04% | 116 |
|
|
2024
Q2 | $499K | Sell |
5,021
-157
| -3% | -$15.6K | 0.04% | 142 |
|
|
2024
Q1 | $634K | Buy |
5,178
+409
| +9% | +$50K | 0.05% | 111 |
|
|
2023
Q4 | $432K | Sell |
4,769
-339
| -7% | -$30.7K | 0.04% | 152 |
|
|
2023
Q3 | $414K | Sell |
5,108
-737
| -13% | -$59.7K | 0.05% | 143 |
|
|
2023
Q2 | $522K | Buy |
5,845
+2,401
| +70% | +$214K | 0.07% | 110 |
|
|
2023
Q1 | $345K | Sell |
3,444
-487
| -12% | -$48.8K | 0.05% | 103 |
|
|
2022
Q4 | $342K | Sell |
3,931
-2,487
| -39% | -$216K | 0.06% | 81 |
|
|
2022
Q3 | $605K | Buy |
6,418
+3,422
| +114% | +$323K | 0.13% | 40 |
|
|
2022
Q2 | $283K | Buy |
2,996
+873
| +41% | +$82.5K | 0.06% | 94 |
|
|
2022
Q1 | $291K | Sell |
2,123
-123
| -5% | -$16.9K | 0.05% | 113 |
|
|
2021
Q4 | $348K | Buy |
2,246
+261
| +13% | +$40.4K | 0.07% | 102 |
|
|
2021
Q3 | $336K | Buy |
1,985
+3
| +0.2% | +$508 | 0.07% | 91 |
|
|
2021
Q2 | $348K | Sell |
1,982
-13
| -0.7% | -$2.28K | 0.08% | 79 |
|
|
2021
Q1 | $368K | Buy |
1,995
+151
| +8% | +$27.9K | 0.09% | 67 |
|
|
2020
Q4 | $347K | Hold |
1,844
| – | – | 0.09% | 65 |
|
|
2020
Q3 | $229K | Buy |
+1,844
| New | +$229K | 0.07% | 72 |
|
|
2020
Q2 | – | Sell |
-2,249
| Closed | -$217K | – | 87 |
|
|
2020
Q1 | $217K | Buy |
+2,249
| New | +$217K | 0.06% | 62 |
|