GRP
Global Retirement Partners’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
+45,514
| New | +$5.64M | 0.14% | 141 |
|
|
2024
Q4 | $4.18M | Sell |
37,562
-21,326
| -36% | -$2.37M | 0.12% | 167 |
|
|
2024
Q3 | $5.66M | Sell |
58,888
-1,327
| -2% | -$128K | 0.17% | 119 |
|
|
2024
Q2 | $5.98M | Buy |
60,215
+9,812
| +19% | +$974K | 0.19% | 108 |
|
|
2024
Q1 | $6.17M | Buy |
50,403
+324
| +0.6% | +$39.6K | 0.23% | 95 |
|
|
2023
Q4 | $4.66M | Sell |
50,079
-14,081
| -22% | -$1.31M | 0.2% | 113 |
|
|
2023
Q3 | $5.09M | Buy |
64,160
+663
| +1% | +$52.6K | 0.26% | 83 |
|
|
2023
Q2 | $5.67M | Buy |
63,497
+4,611
| +8% | +$412K | 0.28% | 82 |
|
|
2023
Q1 | $5.94M | Buy |
58,886
+4,835
| +9% | +$488K | 0.32% | 65 |
|
|
2022
Q4 | $4.7M | Buy |
54,051
+4,095
| +8% | +$356K | 0.32% | 62 |
|
|
2022
Q3 | $5.32M | Buy |
49,956
+2,183
| +5% | +$233K | 0.4% | 49 |
|
|
2022
Q2 | $4.51M | Buy |
47,773
+25
| +0.1% | +$2.36K | 0.36% | 59 |
|
|
2022
Q1 | $4.85M | Buy |
47,748
+6,066
| +15% | +$616K | 0.38% | 56 |
|
|
2021
Q4 | $6.46M | Buy |
41,682
+7,373
| +21% | +$1.14M | 5% | 2 |
|
|
2021
Q3 | $5.8M | Buy |
34,309
+1,072
| +3% | +$181K | 0.57% | 34 |
|
|
2021
Q2 | $5.84M | Buy |
33,237
+2,326
| +8% | +$409K | 0.6% | 34 |
|
|
2021
Q1 | $5.7M | Buy |
30,911
+2,426
| +9% | +$448K | 0.67% | 30 |
|
|
2020
Q4 | $5.16M | Buy |
28,485
+2,738
| +11% | +$496K | 0.65% | 30 |
|
|
2020
Q3 | $3.2M | Buy |
25,747
+1,674
| +7% | +$208K | 0.47% | 47 |
|
|
2020
Q2 | $2.68M | Buy |
24,073
+1,837
| +8% | +$205K | 0.43% | 49 |
|
|
2020
Q1 | $2.15M | Buy |
22,236
+1,021
| +5% | +$98.6K | 0.41% | 52 |
|
|
2019
Q4 | $3.07M | Buy |
21,215
+2,044
| +11% | +$296K | 0.47% | 45 |
|
|
2019
Q3 | $2.5M | Buy |
19,171
+4,524
| +31% | +$589K | 0.41% | 52 |
|
|
2019
Q2 | $2.05M | Buy |
14,647
+4,453
| +44% | +$622K | 0.39% | 50 |
|
|
2019
Q1 | $1.13M | Sell |
10,194
-376
| -4% | -$41.8K | 0.27% | 72 |
|
|
2018
Q4 | $1.16M | Sell |
10,570
-3,304
| -24% | -$362K | 0.3% | 69 |
|
|
2018
Q3 | $1.62M | Buy |
13,874
+2,168
| +19% | +$253K | 0.37% | 57 |
|
|
2018
Q2 | $1.23M | Buy |
11,706
+2,245
| +24% | +$235K | 0.31% | 65 |
|
|
2018
Q1 | $950K | Buy |
9,461
+1,485
| +19% | +$149K | 0.26% | 82 |
|
|
2017
Q4 | $857K | Buy |
7,976
+5,001
| +168% | +$537K | 0.24% | 84 |
|
|
2017
Q3 | $293K | Buy |
2,975
+1,858
| +166% | +$183K | 0.12% | 170 |
|
|
2017
Q2 | $119K | Sell |
1,117
-33
| -3% | -$3.52K | 0.06% | 278 |
|
|
2017
Q1 | $130K | Buy |
1,150
+323
| +39% | +$36.5K | 0.07% | 241 |
|
|
2016
Q4 | $86K | Buy |
+827
| New | +$86K | 0.06% | 260 |
|