GFPC
Global Financial Private Client’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
6,343
-12,099
| -66% | -$1.5M | 0.3% | 95 |
|
|
2025
Q1 | $1.82M | Sell |
18,442
-161
| -0.9% | -$15.9K | 0.7% | 28 |
|
|
2024
Q4 | $2.07M | Buy |
18,603
+1,219
| +7% | +$136K | 0.78% | 23 |
|
|
2024
Q3 | $1.67M | Buy |
17,384
+3,873
| +29% | +$373K | 0.65% | 32 |
|
|
2024
Q2 | $1.34M | Buy |
13,511
+8,003
| +145% | +$795K | 0.56% | 49 |
|
|
2024
Q1 | $669K | Hold |
5,508
| – | – | 0.29% | 97 |
|
|
2023
Q4 | $497K | Sell |
5,508
-52
| -0.9% | -$4.7K | 0.23% | 112 |
|
|
2023
Q3 | $454K | Sell |
5,560
-176
| -3% | -$14.4K | 0.23% | 99 |
|
|
2023
Q2 | $519K | Sell |
5,736
-27
| -0.5% | -$2.44K | 0.26% | 93 |
|
|
2023
Q1 | $575K | Sell |
5,763
-5
| -0.1% | -$499 | 0.3% | 83 |
|
|
2022
Q4 | $501K | Sell |
5,768
-4,848
| -46% | -$421K | 0.28% | 86 |
|
|
2022
Q3 | $1.03M | Sell |
10,616
-168
| -2% | -$16.3K | 0.59% | 41 |
|
|
2022
Q2 | $1.04M | Buy |
10,784
+1,134
| +12% | +$109K | 0.59% | 39 |
|
|
2022
Q1 | $1.32M | Buy |
9,650
+402
| +4% | +$55.1K | 0.64% | 35 |
|
|
2021
Q4 | $1.43M | Buy |
9,248
+58
| +0.6% | +$8.98K | 0.69% | 34 |
|
|
2021
Q3 | $1.62M | Buy |
9,190
+793
| +9% | +$140K | 0.83% | 27 |
|
|
2021
Q2 | $1.49M | Buy |
8,397
+739
| +10% | +$131K | 0.83% | 25 |
|
|
2021
Q1 | $1.45M | Sell |
7,658
-18
| -0.2% | -$3.4K | 1.04% | 22 |
|
|
2020
Q4 | $1.39M | Buy |
7,676
+341
| +5% | +$61.8K | 1.1% | 22 |
|
|
2020
Q3 | $905K | Sell |
7,335
-312
| -4% | -$38.5K | 0.79% | 28 |
|
|
2020
Q2 | $864K | Sell |
7,647
-27
| -0.4% | -$3.05K | 0.75% | 28 |
|
|
2020
Q1 | $728K | Buy |
7,674
+1,237
| +19% | +$117K | 0.77% | 23 |
|
|
2019
Q4 | $931K | Buy |
+6,437
| New | +$931K | 0.78% | 26 |
|