Genesee Capital Advisors’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 | $215K | Buy |
+1,731
| New | +$215K | 0.1% | 114 |
|
|
2024
Q2 | – | Sell |
-1,770
| Closed | -$217K | – | 132 |
|
|
2024
Q1 | $217K | Buy |
+1,770
| New | +$217K | 0.12% | 105 |
|
|
2022
Q2 | – | Sell |
-1,518
| Closed | -$208K | – | 102 |
|
|
2022
Q1 | $208K | Hold |
1,518
| – | – | 0.11% | 102 |
|
|
2021
Q4 | $235K | Hold |
1,518
| – | – | 0.11% | 95 |
|
|
2021
Q3 | $257K | Buy |
+1,518
| New | +$257K | 0.13% | 95 |
|
|
2021
Q2 | – | Sell |
-1,518
| Closed | -$280K | – | 68 |
|
|
2021
Q1 | $280K | Buy |
+1,518
| New | +$280K | 0.17% | 75 |
|
|
2020
Q3 | – | Sell |
-11,025
| Closed | -$1.23M | – | 78 |
|
|
2020
Q2 | $1.23M | Sell |
11,025
-1,570
| -12% | -$175K | 1.14% | 29 |
|
|
2020
Q1 | $1.22M | Sell |
12,595
-586
| -4% | -$56.6K | 1.16% | 31 |
|
|
2019
Q4 | $1.91M | Sell |
13,181
-151
| -1% | -$21.8K | 1.62% | 16 |
|
|
2019
Q3 | $1.74M | Buy |
+13,332
| New | +$1.74M | 1.61% | 18 |
|