Gerber Kawasaki Wealth & Investment 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 | $12.5M | Sell |
100,843
-21,943
| -18% | -$2.72M | 0.48% | 46 |
|
|
2025
Q1 | $12.1M | Sell |
122,786
-729
| -0.6% | -$72K | 0.54% | 43 |
|
|
2024
Q4 | $13.8M | Buy |
123,515
+356
| +0.3% | +$39.6K | 0.6% | 42 |
|
|
2024
Q3 | $11.8M | Sell |
123,159
-6,549
| -5% | -$630K | 0.55% | 45 |
|
|
2024
Q2 | $12.9M | Sell |
129,708
-4,148
| -3% | -$412K | 0.64% | 40 |
|
|
2024
Q1 | $16.4M | Buy |
133,856
+2,474
| +2% | +$303K | 0.88% | 30 |
|
|
2023
Q4 | $11.9M | Buy |
131,382
+977
| +0.7% | +$88.2K | 0.71% | 36 |
|
|
2023
Q3 | $10.6M | Sell |
130,405
-20,228
| -13% | -$1.64M | 0.72% | 33 |
|
|
2023
Q2 | $13.4M | Sell |
150,633
-356
| -0.2% | -$31.8K | 0.9% | 29 |
|
|
2023
Q1 | $15.1M | Buy |
150,989
+5,521
| +4% | +$553K | 1.19% | 22 |
|
|
2022
Q4 | $12.6M | Sell |
145,468
-17,668
| -11% | -$1.53M | 1.12% | 26 |
|
|
2022
Q3 | $15.4M | Buy |
163,136
+7,433
| +5% | +$701K | 1.43% | 19 |
|
|
2022
Q2 | $14.7M | Sell |
155,703
-4,157
| -3% | -$392K | 1.39% | 18 |
|
|
2022
Q1 | $21.9M | Buy |
159,860
+20,278
| +15% | +$2.78M | 1.79% | 17 |
|
|
2021
Q4 | $21.6M | Sell |
139,582
-13,593
| -9% | -$2.11M | 1.72% | 17 |
|
|
2021
Q3 | $25.9M | Buy |
153,175
+574
| +0.4% | +$97.2K | 3.35% | 8 |
|
|
2021
Q2 | $26.8M | Buy |
152,601
+12,187
| +9% | +$2.14M | 2.74% | 8 |
|
|
2021
Q1 | $25.9M | Buy |
140,414
+22,813
| +19% | +$4.21M | 3.11% | 5 |
|
|
2020
Q4 | $21.3M | Sell |
117,601
-2,366
| -2% | -$429K | 2.95% | 7 |
|
|
2020
Q3 | $14.9M | Buy |
119,967
+449
| +0.4% | +$55.7K | 3.18% | 9 |
|
|
2020
Q2 | $13.3M | Sell |
119,518
-23,847
| -17% | -$2.66M | 2.95% | 11 |
|
|
2020
Q1 | $13.8M | Sell |
143,365
-5,281
| -4% | -$510K | 3.93% | 6 |
|
|
2019
Q4 | $21.5M | Buy |
148,646
+4,130
| +3% | +$597K | 5.42% | 4 |
|
|
2019
Q3 | $18.8M | Sell |
144,516
-1,757
| -1% | -$229K | 5.4% | 4 |
|
|
2019
Q2 | $20.4M | Sell |
146,273
-6,314
| -4% | -$882K | 5.94% | 4 |
|
|
2019
Q1 | $16.9M | Sell |
152,587
-1,629
| -1% | -$181K | 5.04% | 5 |
|
|
2018
Q4 | $16.9M | Buy |
154,216
+3,673
| +2% | +$403K | 5.94% | 1 |
|
|
2018
Q3 | $17.5M | Buy |
150,543
+13,052
| +9% | +$1.52M | 4.75% | 5 |
|
|
2018
Q2 | $14.5M | Buy |
137,491
+6,887
| +5% | +$725K | 4.33% | 5 |
|
|
2018
Q1 | $13.1M | Buy |
130,604
+7,604
| +6% | +$764K | 4.22% | 5 |
|
|
2017
Q4 | $13.2M | Buy |
123,000
+5,104
| +4% | +$549K | 4.57% | 3 |
|
|
2017
Q3 | $11.7M | Sell |
117,896
-9,334
| -7% | -$929K | 4.28% | 4 |
|
|
2017
Q2 | $13.2M | Sell |
127,230
-4,951
| -4% | -$513K | 5% | 3 |
|
|
2017
Q1 | $14.9M | Sell |
132,181
-5,221
| -4% | -$590K | 6.42% | 1 |
|
|
2016
Q4 | $14.3M | Sell |
137,402
-1,965
| -1% | -$205K | 7.55% | 1 |
|
|
2016
Q3 | $12.9M | Buy |
139,367
+541
| +0.4% | +$50.2K | 7.51% | 1 |
|
|
2016
Q2 | $13.6M | Buy |
138,826
+6,125
| +5% | +$599K | 8.56% | 1 |
|
|
2016
Q1 | $13.2M | Buy |
132,701
+12,520
| +10% | +$1.24M | 9.1% | 2 |
|
|
2015
Q4 | $12.6M | Buy |
+120,181
| New | +$12.6M | 8.55% | 2 |
|