Gladstone Institutional Advisory’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 | $3.47M | Buy |
27,952
+1,113
| +4% | +$138K | 0.14% | 161 |
|
|
2025
Q1 | $2.65M | Buy |
26,839
+839
| +3% | +$82.8K | 0.12% | 185 |
|
|
2024
Q4 | $2.9M | Sell |
26,000
-3,714
| -12% | -$414K | 0.13% | 171 |
|
|
2024
Q3 | $2.86M | Buy |
29,714
+293
| +1% | +$28.2K | 0.14% | 175 |
|
|
2024
Q2 | $2.92M | Buy |
29,421
+1,607
| +6% | +$160K | 0.15% | 169 |
|
|
2024
Q1 | $3.4M | Sell |
27,814
-3,084
| -10% | -$377K | 0.19% | 146 |
|
|
2023
Q4 | $2.79M | Sell |
30,898
-438
| -1% | -$39.5K | 0.16% | 165 |
|
|
2023
Q3 | $2.54M | Buy |
31,336
+2,200
| +8% | +$178K | 0.16% | 158 |
|
|
2023
Q2 | $2.6M | Sell |
29,136
-435
| -1% | -$38.8K | 0.16% | 164 |
|
|
2023
Q1 | $2.96M | Sell |
29,571
-748
| -2% | -$74.9K | 0.19% | 151 |
|
|
2022
Q4 | $2.63M | Sell |
30,319
-4,770
| -14% | -$414K | 0.19% | 159 |
|
|
2022
Q3 | $3.31M | Sell |
35,089
-11,202
| -24% | -$1.06M | 0.26% | 99 |
|
|
2022
Q2 | $4.37M | Buy |
46,291
+10,595
| +30% | +$1M | 0.35% | 69 |
|
|
2022
Q1 | $4.9M | Sell |
35,696
-1,751
| -5% | -$240K | 0.33% | 78 |
|
|
2021
Q4 | $5.8M | Buy |
37,447
+5,557
| +17% | +$861K | 0.45% | 58 |
|
|
2021
Q3 | $5.4M | Buy |
31,890
+11,224
| +54% | +$1.9M | 0.53% | 42 |
|
|
2021
Q2 | $3.63M | Sell |
20,666
-1,905
| -8% | -$335K | 0.43% | 61 |
|
|
2021
Q1 | $4.17M | Buy |
22,571
+10,673
| +90% | +$1.97M | 0.65% | 38 |
|
|
2020
Q4 | $2.16M | Sell |
11,898
-20
| -0.2% | -$3.62K | 0.43% | 55 |
|
|
2020
Q3 | $1.48M | Sell |
11,918
-431
| -3% | -$53.5K | 0.35% | 62 |
|
|
2020
Q2 | $1.38M | Sell |
12,349
-76
| -0.6% | -$8.48K | 0.35% | 68 |
|
|
2020
Q1 | $1.2M | Buy |
12,425
+3,959
| +47% | +$382K | 0.31% | 70 |
|
|
2019
Q4 | $1.22M | Buy |
8,466
+590
| +7% | +$85.3K | 0.3% | 71 |
|
|
2019
Q3 | $1.03M | Buy |
7,876
+2,474
| +46% | +$322K | 0.26% | 77 |
|
|
2019
Q2 | $754K | Buy |
5,402
+2,828
| +110% | +$395K | 0.23% | 97 |
|
|
2019
Q1 | $286K | Sell |
2,574
-1,382
| -35% | -$154K | 0.11% | 158 |
|
|
2018
Q4 | $434K | Buy |
+3,956
| New | +$434K | 0.25% | 92 |
|