GeoWealth 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 | $879K | Buy |
7,085
+198
| +3% | +$24.6K | 0.03% | 290 |
|
|
2025
Q1 | $680K | Sell |
6,887
-4,367
| -39% | -$431K | 0.03% | 368 |
|
|
2024
Q4 | $1.25M | Buy |
11,254
+4,047
| +56% | +$451K | 0.04% | 256 |
|
|
2024
Q3 | $693K | Sell |
7,207
-701
| -9% | -$67.4K | 0.02% | 394 |
|
|
2024
Q2 | $785K | Buy |
7,908
+2,370
| +43% | +$235K | 0.03% | 319 |
|
|
2024
Q1 | $678K | Buy |
5,538
+2,248
| +68% | +$275K | 0.03% | 371 |
|
|
2023
Q4 | $295K | Buy |
3,290
+3,039
| +1,211% | +$272K | 0.02% | 415 |
|
|
2023
Q3 | $20K | Sell |
251
-83
| -25% | -$6.61K | ﹤0.01% | 433 |
|
|
2023
Q2 | $30K | Buy |
334
+193
| +137% | +$17.3K | ﹤0.01% | 349 |
|
|
2023
Q1 | $15K | Buy |
141
+50
| +55% | +$5.32K | ﹤0.01% | 333 |
|
|
2022
Q4 | $8K | Sell |
91
-62
| -41% | -$5.45K | ﹤0.01% | 341 |
|
|
2022
Q3 | $14K | Sell |
153
-13
| -8% | -$1.19K | ﹤0.01% | 324 |
|
|
2022
Q2 | $15K | Sell |
166
-18
| -10% | -$1.63K | ﹤0.01% | 316 |
|
|
2022
Q1 | $25K | Sell |
184
-72
| -28% | -$9.78K | ﹤0.01% | 361 |
|
|
2021
Q4 | $39K | Buy |
256
+105
| +70% | +$16K | ﹤0.01% | 323 |
|
|
2021
Q3 | $25K | Buy |
+151
| New | +$25K | ﹤0.01% | 353 |
|
|
2019
Q4 | – | Sell |
-2,543
| Closed | -$331K | – | 124 |
|
|
2019
Q3 | $331K | Buy |
+2,543
| New | +$331K | 0.07% | 137 |
|