Global Assets 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 | – | Sell |
-3,669
| Closed | -$331K | – | 237 |
|
|
2025
Q1 | $331K | Buy |
+3,669
| New | +$331K | 0.06% | 204 |
|
|
2024
Q2 | – | Sell |
-230,385
| Closed | -$1.9M | – | 172 |
|
|
2024
Q1 | $1.9M | Buy |
+230,385
| New | +$1.9M | 0.09% | 166 |
|
|
2023
Q4 | – | Sell |
-2,730
| Closed | -$221K | – | 71 |
|
|
2023
Q3 | $221K | Buy |
+2,730
| New | +$221K | 0.2% | 113 |
|
|
2023
Q1 | – | Sell |
-3,956
| Closed | -$344K | – | 134 |
|
|
2022
Q4 | $344K | Sell |
3,956
-1,072
| -21% | -$93.1K | 0.36% | 78 |
|
|
2022
Q3 | $536K | Buy |
+5,028
| New | +$536K | 0.54% | 50 |
|