Glassy Mountain 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 | $4.35M | Buy |
35,067
+1,196
| +4% | +$148K | 1.4% | 27 |
|
|
2025
Q1 | $3.34M | Buy |
33,871
+214
| +0.6% | +$21.1K | 1.18% | 31 |
|
|
2024
Q4 | $3.75M | Buy |
33,657
+870
| +3% | +$96.9K | 1.28% | 30 |
|
|
2024
Q3 | $3.15M | Buy |
32,787
+3,294
| +11% | +$317K | 1.11% | 33 |
|
|
2024
Q2 | $2.93M | Buy |
29,493
+501
| +2% | +$49.7K | 1.09% | 33 |
|
|
2024
Q1 | $3.55M | Buy |
28,992
+1,441
| +5% | +$176K | 1.34% | 28 |
|
|
2023
Q4 | $2.49M | Buy |
27,551
+2,601
| +10% | +$235K | 1.03% | 34 |
|
|
2023
Q3 | $2.04M | Buy |
24,950
+520
| +2% | +$42.5K | 0.97% | 36 |
|
|
2023
Q2 | $2.18M | Buy |
+24,430
| New | +$2.18M | 0.97% | 36 |
|
|
2023
Q1 | – | Sell |
-17,805
| Closed | -$1.55M | – | 67 |
|
|
2022
Q4 | $1.55M | Buy |
+17,805
| New | +$1.55M | 0.85% | 38 |
|
|
2022
Q2 | $1.82M | Sell |
19,268
-1
| -0% | -$94 | 1.09% | 35 |
|
|
2022
Q1 | $2.64M | Buy |
19,269
+769
| +4% | +$105K | 1.36% | 29 |
|
|
2021
Q4 | $2.87M | Buy |
+18,500
| New | +$2.87M | 1.48% | 25 |
|