Gitterman Wealth 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 | $16.4K | Buy |
+133
| New | +$16.4K | ﹤0.01% | 310 |
|
|
2024
Q3 | – | Sell |
-3,157
| Closed | -$313K | – | 136 |
|
|
2024
Q2 | $313K | Buy |
+3,157
| New | +$313K | 0.12% | 56 |
|
|
2021
Q4 | – | Sell |
-1,262
| Closed | -$213K | – | 98 |
|
|
2021
Q3 | $213K | Sell |
1,262
-401
| -24% | -$67.7K | 0.17% | 63 |
|
|
2021
Q2 | $292K | Buy |
1,663
+171
| +11% | +$30K | 0.24% | 42 |
|
|
2021
Q1 | $275K | Buy |
+1,492
| New | +$275K | 0.18% | 47 |
|