Gilbert & Cook’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,750
| Closed | -$214K | – | 217 |
|
|
2024
Q1 | $214K | Buy |
+1,750
| New | +$214K | 0.03% | 214 |
|
|
2023
Q3 | – | Sell |
-2,646
| Closed | -$236K | – | 220 |
|
|
2023
Q2 | $236K | Sell |
2,646
-1,155
| -30% | -$103K | 0.04% | 200 |
|
|
2023
Q1 | $381K | Buy |
3,801
+535
| +16% | +$53.6K | 0.07% | 131 |
|
|
2022
Q4 | $284K | Sell |
3,266
-10
| -0.3% | -$869 | 0.05% | 175 |
|
|
2022
Q3 | $334K | Buy |
+3,276
| New | +$334K | 0.07% | 144 |
|
|
2022
Q2 | – | Sell |
-1,868
| Closed | -$256K | – | 205 |
|
|
2022
Q1 | $256K | Buy |
+1,868
| New | +$256K | 0.04% | 188 |
|