GIA
GHP Investment Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94M | Buy |
72,078
+1,138
| +2% | +$141K | 0.4% | 87 |
|
|
2025
Q1 | $7M | Buy |
70,940
+1,851
| +3% | +$183K | 0.34% | 105 |
|
|
2024
Q4 | $7.69M | Buy |
69,089
+2,558
| +4% | +$285K | 0.36% | 101 |
|
|
2024
Q3 | $6.4M | Buy |
66,531
+1,782
| +3% | +$171K | 0.29% | 130 |
|
|
2024
Q2 | $6.43M | Buy |
64,749
+1,686
| +3% | +$167K | 0.32% | 115 |
|
|
2024
Q1 | $7.72M | Buy |
63,063
+2,222
| +4% | +$272K | 0.38% | 95 |
|
|
2023
Q4 | $5.49M | Buy |
60,841
+1,163
| +2% | +$105K | 0.3% | 124 |
|
|
2023
Q3 | $5.03M | Buy |
59,678
+2,014
| +3% | +$170K | 0.31% | 113 |
|
|
2023
Q2 | $5.13M | Buy |
57,664
+11,120
| +24% | +$990K | 0.3% | 118 |
|
|
2023
Q1 | $4.66M | Buy |
46,544
+3,073
| +7% | +$308K | 0.3% | 122 |
|
|
2022
Q4 | $3.78M | Sell |
43,471
-6,264
| -13% | -$544K | 0.26% | 143 |
|
|
2022
Q3 | $4.69M | Sell |
49,735
-3,209
| -6% | -$303K | 0.36% | 104 |
|
|
2022
Q2 | $5M | Sell |
52,944
-1,625
| -3% | -$153K | 0.37% | 103 |
|
|
2022
Q1 | $7.49M | Buy |
54,569
+58
| +0.1% | +$7.96K | 0.49% | 59 |
|
|
2021
Q4 | $8.44M | Sell |
54,511
-301
| -0.5% | -$46.6K | 0.6% | 49 |
|
|
2021
Q3 | $9.27M | Sell |
54,812
-485
| -0.9% | -$82.1K | 0.73% | 37 |
|
|
2021
Q2 | $9.72M | Buy |
55,297
+519
| +0.9% | +$91.2K | 0.78% | 29 |
|
|
2021
Q1 | $10.1M | Sell |
54,778
-942
| -2% | -$174K | 0.88% | 26 |
|
|
2020
Q4 | $10.1M | Buy |
55,720
+255
| +0.5% | +$46.2K | 0.96% | 23 |
|
|
2020
Q3 | $6.88M | Sell |
55,465
-103
| -0.2% | -$12.8K | 0.78% | 35 |
|
|
2020
Q2 | $6.2M | Buy |
55,568
+2,814
| +5% | +$314K | 0.77% | 38 |
|
|
2020
Q1 | $5.1M | Sell |
52,754
-713
| -1% | -$68.9K | 0.77% | 39 |
|
|
2019
Q4 | $7.73M | Buy |
53,467
+2,782
| +5% | +$402K | 0.83% | 30 |
|
|
2019
Q3 | $6.61M | Sell |
50,685
-2,200
| -4% | -$287K | 0.82% | 30 |
|
|
2019
Q2 | $7.39M | Buy |
52,885
+592
| +1% | +$82.7K | 0.9% | 24 |
|
|
2019
Q1 | $5.81M | Buy |
52,293
+1,565
| +3% | +$174K | 0.75% | 35 |
|
|
2018
Q4 | $5.56M | Buy |
50,728
+4,660
| +10% | +$511K | 0.84% | 28 |
|
|
2018
Q3 | $5.39M | Sell |
46,068
-847
| -2% | -$99K | 0.72% | 33 |
|
|
2018
Q2 | $4.92M | Buy |
46,915
+1,130
| +2% | +$118K | 0.69% | 34 |
|
|
2018
Q1 | $4.6M | Buy |
45,785
+1,176
| +3% | +$118K | 0.65% | 34 |
|
|
2017
Q4 | $4.8M | Buy |
44,609
+685
| +2% | +$73.6K | 0.68% | 35 |
|
|
2017
Q3 | $4.33M | Buy |
43,924
+1,544
| +4% | +$152K | 0.66% | 36 |
|
|
2017
Q2 | $4.5M | Buy |
42,380
+1,103
| +3% | +$117K | 0.71% | 31 |
|
|
2017
Q1 | $4.68M | Buy |
41,277
+1,818
| +5% | +$206K | 0.8% | 25 |
|
|
2016
Q4 | $4.11M | Buy |
39,459
+1,167
| +3% | +$122K | 0.77% | 26 |
|
|
2016
Q3 | $3.56M | Buy |
38,292
+117
| +0.3% | +$10.9K | 0.73% | 27 |
|
|
2016
Q2 | $3.73M | Buy |
38,175
+193
| +0.5% | +$18.9K | 0.81% | 22 |
|
|
2016
Q1 | $3.77M | Buy |
37,982
+2,864
| +8% | +$284K | 0.85% | 21 |
|
|
2015
Q4 | $3.69M | Buy |
35,118
+2,810
| +9% | +$295K | 0.89% | 19 |
|
|
2015
Q3 | $3.3M | Buy |
32,308
+2,020
| +7% | +$206K | 0.85% | 20 |
|
|
2015
Q2 | $3.6M | Buy |
30,288
+1,804
| +6% | +$215K | 0.89% | 19 |
|
|
2015
Q1 | $2.99M | Buy |
28,484
+586
| +2% | +$61.5K | 0.78% | 21 |
|
|
2014
Q4 | $2.63M | Buy |
27,898
+220
| +0.8% | +$20.7K | 0.72% | 24 |
|
|
2014
Q3 | $2.46M | Buy |
27,678
+500
| +2% | +$44.5K | 0.73% | 25 |
|
|
2014
Q2 | $2.33M | Sell |
27,178
-20
| -0.1% | -$1.72K | 0.69% | 25 |
|
|
2014
Q1 | $2.18M | Buy |
27,198
+677
| +3% | +$54.2K | 0.69% | 26 |
|
|
2013
Q4 | $2.03M | Buy |
26,521
+1,606
| +6% | +$123K | 0.67% | 27 |
|
|
2013
Q3 | $1.61M | Buy |
24,915
+255
| +1% | +$16.4K | 0.58% | 34 |
|
|
2013
Q2 | $1.56M | Buy |
+24,660
| New | +$1.56M | 0.62% | 32 |
|