Glass Jacobson Investment 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
Q2 | $45.1K | Sell |
364
-4,971
| -93% | -$616K | 0.02% | 300 |
|
|
2025
Q1 | $594K | Hold |
5,335
| – | – | 0.2% | 126 |
|
|
2024
Q4 | $594K | Buy |
5,335
+34
| +0.6% | +$3.79K | 0.2% | 126 |
|
|
2024
Q3 | $510K | Buy |
5,301
+151
| +3% | +$14.5K | 0.17% | 137 |
|
|
2024
Q2 | $511K | Buy |
5,150
+15
| +0.3% | +$1.49K | 0.19% | 128 |
|
|
2024
Q1 | $628K | Sell |
5,135
-222
| -4% | -$27.2K | 0.24% | 112 |
|
|
2023
Q4 | $484K | Buy |
5,357
+22
| +0.4% | +$1.99K | 0.2% | 125 |
|
|
2023
Q3 | $432K | Sell |
5,335
-405
| -7% | -$32.8K | 0.2% | 127 |
|
|
2023
Q2 | $512K | Buy |
+5,740
| New | +$512K | 0.23% | 117 |
|
|
2022
Q4 | $515K | Buy |
+5,930
| New | +$515K | 0.26% | 115 |
|