Geneos Wealth Management’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 | $11.4M | Sell |
92,285
-78,160
| -46% | -$9.69M | 0.28% | 84 |
|
|
2025
Q1 | $16.8M | Buy |
170,445
+144,266
| +551% | +$14.2M | 0.24% | 101 |
|
|
2024
Q4 | $2.91M | Sell |
26,179
-1,491
| -5% | -$166K | 0.1% | 218 |
|
|
2024
Q3 | $2.66M | Buy |
27,670
+3,041
| +12% | +$293K | 0.1% | 234 |
|
|
2024
Q2 | $2.45M | Buy |
24,629
+2,525
| +11% | +$251K | 0.11% | 215 |
|
|
2024
Q1 | $2.7M | Sell |
22,104
-1,934
| -8% | -$237K | 0.12% | 198 |
|
|
2023
Q4 | $2.17M | Sell |
24,038
-1,982
| -8% | -$179K | 0.11% | 219 |
|
|
2023
Q3 | $2.11M | Buy |
26,020
+1,857
| +8% | +$151K | 0.11% | 207 |
|
|
2023
Q2 | $2.16M | Buy |
24,163
+3,448
| +17% | +$308K | 0.11% | 205 |
|
|
2023
Q1 | $2.07M | Buy |
20,715
+72
| +0.3% | +$7.21K | 0.13% | 190 |
|
|
2022
Q4 | $1.79M | Buy |
20,643
+1,684
| +9% | +$146K | 0.11% | 196 |
|
|
2022
Q3 | $1.79M | Sell |
18,959
-10,919
| -37% | -$1.03M | 0.12% | 177 |
|
|
2022
Q2 | $2.87M | Sell |
29,878
-984
| -3% | -$94.6K | 0.14% | 164 |
|
|
2022
Q1 | $4.23M | Sell |
30,862
-2,881
| -9% | -$395K | 0.18% | 136 |
|
|
2021
Q4 | $5.23M | Sell |
33,743
-30,351
| -47% | -$4.7M | 0.2% | 113 |
|
|
2021
Q3 | $11.3M | Buy |
64,094
+4,077
| +7% | +$718K | 0.43% | 45 |
|
|
2021
Q2 | $10.6M | Sell |
60,017
-18,372
| -23% | -$3.25M | 0.41% | 46 |
|
|
2021
Q1 | $14.6M | Sell |
78,389
-544
| -0.7% | -$101K | 0.41% | 55 |
|
|
2020
Q4 | $11.7M | Buy |
78,933
+16,962
| +27% | +$2.52M | 0.47% | 45 |
|
|
2020
Q3 | $7.69M | Sell |
61,971
-1,680
| -3% | -$208K | 0.4% | 55 |
|
|
2020
Q2 | $6.94M | Buy |
63,651
+8,707
| +16% | +$950K | 0.39% | 59 |
|
|
2020
Q1 | $5.3M | Buy |
54,944
+1,225
| +2% | +$118K | 0.36% | 63 |
|
|
2019
Q4 | $7.83M | Buy |
53,719
+2,841
| +6% | +$414K | 0.42% | 50 |
|
|
2019
Q3 | $6.61M | Buy |
50,878
+1,768
| +4% | +$230K | 0.39% | 56 |
|
|
2019
Q2 | $6.86M | Buy |
49,110
+3,567
| +8% | +$498K | 0.43% | 50 |
|
|
2019
Q1 | $5.06M | Buy |
45,543
+743
| +2% | +$82.5K | 0.33% | 76 |
|
|
2018
Q4 | $4.84M | Sell |
44,800
-1,084
| -2% | -$117K | 0.36% | 67 |
|
|
2018
Q3 | $5.37M | Buy |
45,884
+5,356
| +13% | +$626K | 0.36% | 67 |
|
|
2018
Q2 | $4.25M | Buy |
40,528
+3,934
| +11% | +$412K | 0.33% | 84 |
|
|
2018
Q1 | $3.68M | Buy |
36,594
+1,855
| +5% | +$186K | 0.32% | 83 |
|
|
2017
Q4 | $3.73M | Buy |
34,739
+1,489
| +4% | +$160K | 0.33% | 85 |
|
|
2017
Q3 | $3.28M | Buy |
33,250
+676
| +2% | +$66.7K | 0.33% | 89 |
|
|
2017
Q2 | $3.46M | Buy |
32,574
+3,149
| +11% | +$335K | 0.36% | 76 |
|
|
2017
Q1 | $3.35M | Buy |
29,425
+1,308
| +5% | +$149K | 0.35% | 77 |
|
|
2016
Q4 | $2.93M | Buy |
28,117
+954
| +4% | +$99.4K | 0.39% | 73 |
|
|
2016
Q3 | $2.52M | Sell |
27,163
-94
| -0.3% | -$8.73K | 0.34% | 72 |
|
|
2016
Q2 | $2.67M | Buy |
27,257
+527
| +2% | +$51.7K | 0.39% | 61 |
|
|
2016
Q1 | $2.65M | Buy |
+26,730
| New | +$2.65M | 0.4% | 53 |
|