GGM Wealth 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
Q1 | $286K | Buy |
3,168
+3
| +0.1% | +$270 | 0.16% | 104 |
|
|
2024
Q4 | $352K | Sell |
3,165
-316
| -9% | -$35.2K | 0.18% | 95 |
|
|
2024
Q3 | $335K | Sell |
3,481
-598
| -15% | -$57.5K | 0.14% | 105 |
|
|
2024
Q2 | $405K | Sell |
4,079
-770
| -16% | -$76.5K | 0.19% | 87 |
|
|
2024
Q1 | $572K | Sell |
4,849
-1,030
| -18% | -$122K | 0.27% | 65 |
|
|
2023
Q4 | $561K | Buy |
5,879
+1
| +0% | +$95 | 0.23% | 77 |
|
|
2023
Q3 | $476K | Sell |
5,878
-25
| -0.4% | -$2.03K | 0.21% | 81 |
|
|
2023
Q2 | $528K | Buy |
+5,903
| New | +$528K | 0.21% | 77 |
|
|
2023
Q1 | – | Sell |
-4,133
| Closed | -$388K | – | 79 |
|
|
2022
Q4 | $388K | Sell |
4,133
-403
| -9% | -$37.8K | 0.2% | 83 |
|
|
2022
Q3 | $473K | Buy |
4,536
+137
| +3% | +$14.3K | 0.26% | 73 |
|
|
2022
Q2 | $411K | Buy |
4,399
+593
| +16% | +$55.4K | 0.23% | 81 |
|
|
2022
Q1 | $501K | Buy |
3,806
+1,646
| +76% | +$217K | 0.25% | 77 |
|
|
2021
Q4 | $340K | Sell |
2,160
-3
| -0.1% | -$472 | 0.27% | 71 |
|
|
2021
Q3 | $371K | Sell |
2,163
-20
| -0.9% | -$3.43K | 0.29% | 66 |
|
|
2021
Q2 | $391K | Hold |
2,183
| – | – | 0.33% | 56 |
|
|
2021
Q1 | $406K | Sell |
2,183
-253
| -10% | -$47.1K | 0.32% | 54 |
|
|
2020
Q4 | $428K | Buy |
+2,436
| New | +$428K | 0.42% | 44 |
|