Global Financial Private Client’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Sell |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.67M | Buy |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $669K | Hold |
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|
2023
Q4 | $497K | Sell |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $501K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.43M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $905K | Sell |
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|
2020
Q2 | $864K | Sell |
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|
2020
Q1 | $728K | Buy |
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|
2019
Q4 | $931K | Buy |
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